UBS advisor team The Stephens Group named to the Forbes Best-In-State Wealth Management Teams list

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Mar 02, 2023, 08:00 ET

NAPLES, Fla., March 2, 2023 /PRNewswire/ -- UBS Wealth Management USA announced today that The Stephens Group, led by UBS Private Wealth Advisors Jason Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2023.

"We are proud and honored to have Jason, Michael and their entire team recognized as one of the top wealth management teams in Florida," said Gregory Kadet, Florida Market Director at UBS Wealth Management USA. "Since joining UBS in 1999, they have consistently earned industry recognition for their extensive wealth management experience and deep commitment to providing high-net-worth clients with customized, comprehensive financial solutions."

The inaugural 2023 Forbes/SHOOK Best-In-State Wealth Management Teams list 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 www.forbes.com/lists/wealth-management-teams-best-in-state/ .

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