Three UBS advisors in South Florida named to Forbes/SHOOK Top Women Wealth Advisors list
FORT LAUDERDALE, Fla.,, June 3, 2021 /PRNewswire/ -- UBS Wealth Management USA announced today that three Financial Advisors with the firm in South Florida have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
"We are honored that these three advisors are recognized on this prestigious list for their outstanding performance serving affluent individuals, families and corporations, especially during these extraordinary times," said Robert Covino, South Florida Managing Director and Market Head at UBS Wealth Management USA.
Pamela Segal Rhodes is a Financial Advisor and Senior Portfolio Manager based in Miami. Pamela specializes in personalized financial, retirement and estate planning for individuals and families and is a seasoned advisor with more than 15 years of experience. This is the third year that Pamela has been named to the list.
Kathleen Reilley is a Financial Advisor and Senior Portfolio Manager based in Miami. She joined UBS in 1988 and has over 30 years of customized, multigenerational wealth management experience. Kathleen is active in her local community and involved with a number of organizations including the City of South Miami Pension Board, Banyans Townhomes and the Women's Chamber of Commerce.
Megan MacGowan, CFA®, CFP®, CMFC, is a Financial Advisor based in Ft. Lauderdale. She has more than 15 years of comprehensive multigenerational, retirement and education planning experience. Megan is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Mutual Fund Counselor (CMFC). She received her B.S. and M.B.A. in financial valuation and investment management from Lynn University.
This year's list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
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, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 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
© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.
SOURCE UBS Financial Services Inc.
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