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Fifteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List

1. 15 UBS advisors in Arizona made Forbes Best-In-State list for 2025. 2. Steven Schultz ranked #1 advisor in Arizona by Forbes. 3. Forbes lists oversee $16.7 trillion in assets collectively. 4. The recognition highlights UBS's commitment to personalized wealth management. 5. Ryan Lurie praised the dedication of UBS advisors in client services.

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FAQ

Why Bullish?

Such recognitions can enhance UBS's brand reputation, potentially leading to increased client acquisition and retention. Historical data indicates that firms recognized in rankings often see stock performance improvements post-announcement.

How important is it?

Recognizing quality advisors can improve UBS's market perception and competitive position in wealth management.

Why Short Term?

The immediate recognition can lead to new client inflows and investment, impacting stock prices in the near future. Previous stock spikes after award announcements support this assessment.

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PHOENIX & SCOTTSDALE, Ariz. & TUCSON, Ariz.--(BUSINESS WIRE)--UBS Wealth Management US announced today that 15 of its financial advisors based in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Nine of the advisors are in Phoenix; five are in Scottsdale, and one is in Tucson.“I am proud to see these talented advisors recognized for their commitment to their clients and to providing personalized wealth management advice,” says Ryan Lurie, Market Director at UBS Wealth Management USA, who leads UBS’s Arizona offices.Share Of the advisors, Steven Schultz, with Schultz Group in Phoenix, has also been named to the Forbes America’s Top 250 Wealth Advisors list, ranking as the #1 advisor in Arizona by Forbes. “I am proud to see these talented advisors recognized for their commitment to their clients and to providing personalized wealth management advice,” says Ryan Lurie, Market Director at UBS Wealth Management USA, who leads UBS’s Arizona offices. “Our advisors are dedicated to helping clients achieve their financial goals by providing comprehensive, tailored wealth management services. Congratulations to each of them on this tremendous achievement.” The UBS advisors in Arizona named to the list are: Phoenix: Tony Bebbington Brad Howell Justin Low T. Ryan Moore Larry Fann Steven Schultz Stockton Schultz Scott MacDonald Jeff Wasson Scottsdale: Susan Bailey Kirk Johnson Jennifer Loson Lucovich Jennifer Pope Richard Schneider Tucson: Aaron Rottenstein The 2025 Forbes America’s Top 250 and Best-In-State Wealth Advisors collectively oversee $16.7 trillion in assets. The rankings, compiled by SHOOK Research, use a combination of quantitative metrics and qualitative insights, including in-depth interviews with firm-nominated candidates. For the full lists and methodologies, visit: www.forbes.com/lists/best-in-state-wealth-advisors and www.forbes.com/lists/top-wealth-advisors. Notes to Editors: Photos available upon request 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. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. 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.

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