Five UBS advisor teams in the Southeast Region named to the Forbes America's Top Wealth Management Teams list
UBSUBS(US:UBS) Businesswire·2025-12-02 15:23

Core Viewpoint - UBS has announced that five financial advisor teams in its Southeast region have been recognized by Forbes in the 2025 America's Top Wealth Management Teams Private Wealth list [1] Group 1: Recognition of Financial Advisor Teams - The financial advisor teams recognized include LongBernsteinGunderson from Philadelphia, New York City, and Dallas, consisting of Ryan M. Long, Bradford Bernstein, Louise Gunderson, and Nina Gunderson [1] - The Capital ESOP Group from Washington, D.C. is also recognized, with team members Keith Apton, Nick Francia, Joanne Ferland, and Sarah Bothner [1]

Five UBS advisor teams in the Southeast Region named to the Forbes America's Top Wealth Management Teams list - Reportify