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Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List

1. UBS Wealth Management US recognized 45 advisors on Forbes Best-In-State list. 2. 24 advisors are from Orange County; 17 from San Diego County. 3. Mark Binder also ranked among America's Top 250 Wealth Advisors. 4. Advisors oversee $16.7 trillion in assets collectively for wealth management. 5. Recognition emphasizes personalized wealth management and client focus.

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FAQ

Why Bullish?

The recognition can enhance UBS's brand reputation and attract new clients, similar to past experiences where advisory accolades led to increased assets under management.

How important is it?

Recognition showcases UBS's advisory strength, likely increasing client trust and inflow, pivotal for their growth strategy.

Why Short Term?

Awards can lead to immediate boosts in client engagement and potential new business, historically seen in wealth management firms posting strong performance following similar accolades.

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SAN DIEGO, NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)--UBS Wealth Management US announced today that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS’s Orange County offices; 17 are from San Diego County area offices; one is in Riverside, and three are in Honolulu.“These incredibly skilled wealth advisors earned this recognition due to their client focus and dedication to providing personalized wealth management,” says Justin Frame, Pacific Desert Market Head at UBS.Share Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025. “These incredibly skilled wealth advisors earned this recognition due to their client focus and dedication to providing personalized wealth management,” says Justin Frame, Pacific Desert Market Head at UBS. “Our Pacific Desert advisors are committed to helping clients achieve their financial goals by providing comprehensive wealth management solutions and best-in-class service. I applaud them for this terrific achievement.” The Southern California and Hawaii UBS advisors named to the list are: Honolulu: Lori Hamano Matthew Megorden Dan Shiu Orange County, CA: Sasha Kottmeier, Irvine Chris Price, Irvine James Chiate, Irvine Tony Guinane, Irvine Mark Binder, Newport Beach David Levine, Newport Beach Chris Pitzak, Newport Beach Steve Weber, Newport Beach Jim Axelson, Newport Center Michael Miremadi, Newport Center Thomas Podmajersky, Newport Center Barry Porter, Newport Center Lynne Sebastian, Newport Center Marc Foster, Newport Center Blake Foster, Newport Center Panfang Fu, Newport Center Brian Gooding, Newport Center Jeffery Hamilton, Newport Center Ed Levin, Newport Center Jim Riley, Newport Center Nicholas Villasenor, Newport Center Natalie Barron, Seal Beach Lisa Chapman, Seal Beach Gino Stumpo, Seal Beach Riverside, CA: Scott Morris San Diego County: Jeffrey Adams, Carmel Valley Tom McMullen, Carmel Valley Steven DeMatteo, Carmel Valley Luke Ervin, Carmel Valley Brian Donaldson, La Jolla Alex Howell, La Jolla Scott Sugarman, La Jolla Andy Galewski, La Jolla Braydon Hamilton, La Jolla Stephen LaFata, La Jolla Chris Radici, La Jolla Brad Hyldahl, Rancho Bernardo Candice Gleeson, San Diego Tom Krumenacker, San Diego Bryan Thompson, San Diego Courtney Liddy, San Diego Blair Cannon, San Diego 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 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.

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