Two UBS Advisor's Named to Forbes/SHOOK List of Top Women Wealth Advisors

AUSTIN, Texas, June 8, 2020 /PRNewswire/ -- UBS announced today that two Financial Advisors from UBS's Central Texas Market, Jan Pickle of Austin and Carol Mani Johnston of San Antonio, have been named to the Forbes/SHOOK List of Top Women Wealth Advisors for 2020.

The ranking is based on an algorithm of qualitative data, such as telephone and in-person interviews, service and investing models. Quantitative data, like revenue trends and assets under management were taken into consideration as well. All advisors also have a minimum of seven years' experience and have been with the firm for a minimum of one year. Out of 32,000 nominations received, only 1,000 advisors made the list and manage a combined nearly $920 billion in client assets.

"We're proud of our advisor's commitments to keeping clients informed and to showcase to their peers what it means to be a best-in-class UBS advisor," said Sam Parker, Managing Director and Central-Texas Market Head for UBS. "We applaud these extraordinary advisors for their continual recognition of their exceptional dedication to their clients and this firm."

For the full list and further information visit: https://www.forbes.com/top-women-advisors/#7443414951f4

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.

Media Contact: 
Kaitlin Ross
Pierpont Communications
[email protected] 
713-627-2223

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Forbes/SHOOK Top Women Wealth Advisors list is comprised of 1,000 women advisors. The list was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management and revenue.  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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience.

SOURCE UBS Global Wealth Management

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