JACKSONVILLE, Fla.--(BUSINESS WIRE)--Apr. 11, 2025--
UBS today announced that 65 financial advisors in the firm’s Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Among those recognized, UBS advisor Christopher Aitken was named #1 in the Jacksonville area, and Naples-based advisors Joe Matina and Jason Stephens were recognized in the top 250 advisors nationally by Forbes.
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We are incredibly proud to see so many of our talented advisors recognized on the Forbes Best-in-State Wealth Advisors list for 2025,” said Lane Strumlauf, Florida Market Executive at UBS. “This achievement underscores their unwavering commitment to excellence and dedication to our clients' financial success. Congratulations to all our advisors for this well-deserved honor.”
The UBS advisors named to the list are:
|
Aventura
Worth Boyce – PWM
Seth Ripple
Nick Sadowsky – PWM
Boca Raton
Meryll Bangsil
Michael Bober – PWM
Jake Bryant
Brian Buetel
Cameron Buetel
Alex Santos
Mark Smith
Eddie Ventrice – PWM
Clearwater
Dale Emerick
John Petika
John Petika Jr.
Coral Gables
Stephen Schaefer – PWM
Ft Myers
David McQuade
Ft. Lauderdale
Hiromi Hanamura
Chris Garvin
Megan MacGowan
Jim Perez
Mark Swenson
Christopher Niles
Gainesville
Mike Carr
Ruth Kirk
|
Melbourne
Todd Starkey
Miami
Manuel Coroalles
Steve Gold
Kate Reilley
Pam Segal Rhodes
Federico Sanchez
David Warren – PWM
Naples
Terry Dean
Doug DiGiorno
Michael Lundon – PWM
Nicholas Maurillo – PWM
Joseph Matina – PWM
Christopher McKenna – PWM
Michael Rhodes – PWM
Jason Stephens – PWM
Orlando
Ashley Laubach
Manish Mehta – PWM
PJ Mehta
Heather Mount
Jerrey Thurston
Palm Beach
John Castronuovo – PWM
Chris Damante
Robert DeForest – PWM
Brian Lowenthal – PWM
Andrew Plum
Kristen Scarpa Bissett – PWM
|
Palm Beach Gardens
Peter Foley
Trey Mahoney
Tom Smith
Ponte Vedra
Christopher Aitken – PWM
Sarasota
Brian Mariash – PWM
Jose Rivera
St. Petersburg
John Posey
Chris Taylor
Tampa
Frank Brawley
Paul Dolcimascolo – PWM
Brian Gray – PWM
Brian Robinson
Vero Beach
Tom Mantione – PWM
Winter Haven
Eric Johnson
Conley Thornhill
|
The advisors highlighted on the seventh annual Forbes Best-In-State Advisors ranking oversee a collective $16.7 trillion in assets. The 2025 Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.
For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. 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. For press use only.
View source version on businesswire.com:
https://www.businesswire.com/news/home/20250411014963/en/
Media Contact:
Christina Aquilina
christina.aquilina@ubs.com
https://www.ubs.com
Source: UBS
