Three UBS Greater New England Advisors Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors
UBS Financial Services Inc. announced yesterday that three Financial Advisors in the Firm's Greater New England Market have been named to Forbes/SHOOK list of Top Women Wealth Advisors, listed on www.Forbes.com.
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Jessica Guo, Managing Director – Wealth Management for The Guo Group.
Camille Valentine, Senior Vice President – Wealth Management for The Little McLeod Valentine Wealth Management Group
Sandra Manzella, Senior Vice President – Wealth Management for Pinnacle Financial Group
The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practice and approach to working with clients.
"Jessica, Camille and Sandy all add tremendous value to our industry, our community and each client they serve." commented James Ducey, Greater New England Market Head at UBS Financial Services Inc. "This recognition is well deserved and is a testament to each advisor's dedication to the needs of their clients."
Source: Forbes.com
For the full list and more visit: https://www.forbes.com/top-women-advisors/#24ddd1d651f4
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
Headquartered in Zurich, Switzerland, UBS has offices over 50 regions and locations, including all major financial centers, and employs approximately 67,000 people. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors.
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
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