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UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor

1. Adam Epstein named to Forbes America's Top Wealth Advisors for 2025. 2. His leadership at Epstein Partners enhances UBS's reputation in wealth management.

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FAQ

Why Bullish?

Recognition of a top advisor can attract high-net-worth clients, boosting UBS's growth. Historical trends show advisor accolades often positively correlate with firm performance.

How important is it?

The accolade positions UBS favorably in a competitive market, providing an opportunity for client acquisition.

Why Short Term?

Immediate impact likely as recognition can quickly enhance client trust and growth.

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NEW YORK--(BUSINESS WIRE)--UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor in the firm's 1285 Avenue of the Americas office, has been named to the Forbes America's Top Wealth Advisors list for 2025. Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management. Adam and his team offer clients the sophisticated investment consulting and private wealth services of a global firm, combined with the personalized.

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