10 UBS advisor teams in Florida named to Forbes Best-In-State Wealth Management Teams list

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Jan 31, 2023, 10:30 ET

TAMPA, Fla., Jan. 31, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that 10 financial advisor teams in the north, central and southwest Florida markets have been named to the inaugural Forbes Best-In-State Wealth Management Teams list for 2023.

"We are proud and honored to have so many of our experienced, long-standing financial advisor teams across Florida recognized on this inaugural list of best wealth management teams," said Gregory Kadet, Florida Market Director at UBS Wealth Management USA. "While many of our advisors have consistently earned individual industry recognitions for wealth management expertise over the last decade, it is especially rewarding to have entire teams acknowledged for their collective commitment and excellence in serving high-net-worth executives, entrepreneurs, families, corporations, and institutions throughout Florida."

The UBS wealth management teams named to the list in north, central, and southwest Florida include:

Clearwater
The Petika Wealth Management Group: John Petika, John Petika, Jr., CEPA®, and James Petika.

Naples
Naples Northbrook Wealth Management: Terry Dean, Russell Roth, Teri Conklin, Martha Maher Naselli, and Pamela Mitchell, CFP®.

The Matina Group: Joseph Matina, Christopher McKenna, Amy West, CTFA®, Lauren Mirman, and Tanya Cutrone.

The Stephens Group: Jason Stephens and Michael Lundon.

Ponte Vedra Beach
Sanctuary Private Wealth: Christopher Aitken and Ken Tonning.

Sarasota
Family Wealth Management Group: David R. Begala, CFP®, ChFC®, CDFA®; Alfred Caliendo; and Eric Dunn.

Zelniker Dorfman Carr & Heritage Group: Scott Zelniker, CRPC®, CRPS®; Peter Dorfman, CEPA®; Michael Carr; Jason E. Hughes, CFP®, CPWA®, CEPA®; and Justin K. Leins.

Tampa
Tampa Bay Private Wealth Management: Brian Gray, CEPA®; Paul Dolcimascolo, CFP®; and John Grandizio.

SageView Partners: Samantha Parker-Hopkins, CIMA®, CFP®, CEPA®, CRPS®; and Jeffrey L. Hogue, CFP®, CEPA®.

Winter Park
Winter Park Wealth Management: Ed C. LeMasters, Jerrey A. Thurston, CFP®, CIMA®, CPWA®, CEPA®; Mitch Schrenk, CFP®, CIMA®, CRPS®; Brian R. Linden, CFP®; and Heather R. Mount, CFP®, CRPS®.

The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list for 2023 is composed of more than 2,800 teams that collectively manage approximately $4 trillion in client assets. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data, including telephone, virtual and in-person interviews industry experience, compliance records, and assets under management.

For the full list and further information, visit http://www.forbes.com/lists/wealth-management-teams-best-in-state/.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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.

Media Contact:
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https://www.ubs.com

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