Five UBS advisors in Greater Florida named to Forbes/SHOOK Top Women Wealth Advisors list

News provided by

Mar 09, 2022, 10:30 ET

TAMPA, Fla., March 9, 2022 /PRNewswire/ -- UBS Wealth Management USA announced today that five Financial Advisors in Greater Florida have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. Each advisor has been named for the third consecutive time.

"We congratulate these advisors for continuing to be recognized to this prestigious list," said Gregory Kadet, Greater Florida Market Head, UBS Wealth Management USA. "It's great to see them acknowledged yet again for their excellence in serving Florida's most affluent executives, entrepreneurs, families and corporations. The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times."

The UBS advisors named to the list in Greater Florida are as follows:

Tampa
Samantha Parker-Hopkins, CIMA^®, CFP^®, CEPA^®, CRPS^®, joined UBS in 2008 and provides financial planning for individuals, and institutional consulting for nonprofits and businesses.

Orlando
Ashley Laubach, CFP^®, CRPS^®, joined UBS in 2001 and specializes in asset allocation, portfolio management, charitable giving, and estate planning.

St. Petersburg
Mary Angela Lauritano, CFA^®, joined UBS in 2005 and has more than 30 years of experience in personalized, comprehensive asset management, retirement, and estate planning.

Naples
Pamela Mitchell, CFP^®, joined UBS in 2007 and focuses on multigenerational, education, and retirement planning that helps investors meet their long-term financial goals.

Jacksonville
Regina "Jeanie" Taras, CFP^®, CDFA^®, joined UBS in 2012 and has 40 years of experience in retirement income and estate planning.

The Forbes/SHOOK Research sixth annual Top Women Wealth Advisors list is made up of 1,377 advisors who collectively manage $1.9 trillion in client assets. The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

For the full list and further information, visit https://www.forbes.com/top-women-advisors.

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.

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, 30% in Switzerland, 19% 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).

Media Contact:
Peter Pupello
[email protected]
813-841-0631

https://www.ubs.com

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results.

SOURCE UBS