Close to 20 financial advisor teams of UBS Wealth Management USA based in the South California and Sorrento Valley area have been added to the Forbes Best-In-State Wealth Management Teams list for 2024.
UBS Wealth Management USA is a leading global wealth management company. San Diego County and Sorrento Valley are home to 10 of these advisory firms.
Announcements of such significant recognitions are often made known throughout a region with poster printing.
Pacific Desert Market Head of UBS Wealth Management USA, Justin Frame, expressed his pride in seeing that so many of the teams from his company have been recognized for their dedication to meeting the needs of their clients. He added that these teams are committed to enabling their clients to achieve their ambitions in life and their financial goals, as they provide comprehensive and personalized high-quality advice and wealth management services. He congratulated all the company’s advisor teams for this prestigious recognition in the industry.
Among the advisory firms recognized in San Diego are Continuum Wealth Advisors, The Thompson Wealth Management Group, Dawson Wealth Management Group, and San Diego Wealth Management.
This is the second time the annual list from Forbes and SHOOK Research has been compiled, and it features over 4,100 teams with assets cumulating more than $5.1 trillion. SHOOK Research compiles the list for Forbes and uses both qualitative and quantitative data to rank the teams.
