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UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List

1. UBS's Rosegarten/Rubin Financial Group recognized as top wealth management team for 2025. 2. Recognition boosts UBS's reputation and client trust in wealth management services.

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FAQ

Why Bullish?

This recognition can enhance UBS's brand perception, similar to past accolades boosting client acquisition.

How important is it?

Positive recognition reflects strong performance and can attract more clients and investments.

Why Short Term?

Immediate increase in visibility and potential new clients due to this recognition.

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NEW YORK--(BUSINESS WIRE)--UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group, an advisor team in the firm's 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. “We are extremely proud that The Rosegarten/Rubin Financial Group was once again recognized on this prestigious list,” said Daniel Shepler, Managing Director and Market Director of the 299 Park Avenue office at UBS Wealth Management USA. “Miles and Da.

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