UBS Advisor, Thomas Burt, Named to Forbes List of Best in State Wealth Advisors

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Jan 07, 2020, 09:00 ET

FORT MYERS, Fla., Jan. 7, 2020 /PRNewswire/ -- UBS Financial Services Inc. announced today that Thomas Burt, the Senior Vice President in the Firm's Calusa Group in Fort Myers, Florida, has been named to Forbes List of Best in State Wealth Advisors.

Advisors on this list are chosen based on quantitative criteria, such as revenue, assets under management, client retention, etc., as well as qualitative criteria, which includes a telephone or in-person meeting, community involvement, discussion with management and peers, client experience, team dynamics and more.

“For over 15 years, Tom and the Calusa Group have worked hard to deliver the best client experience,” said Greg Kadet, managing director and market head of the Florida Gulf Coast region. “Tom’s expertise and collaboration continues to help clients achieve their goals.”

Burt is a graduate of Florida State University, where he received a B.S. in finance, marketing and international business operations. He also attended Colombia Business School to become a Certified Portfolio Manager and University of Pennsylvania's The Wharton School to become a Certified Investment Management Analyst.

For the full list and further information visit: www.forbes.com/best-in-state-wealth-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 of UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' 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.

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SOURCE UBS