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UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

1. UBS Wealth Management team ranks 6th in Florida by Forbes Best-In-State. 2. Over 5,300 teams were assessed, managing $7 trillion in assets. 3. Recognition highlights UBS's commitment to high-net-worth client service. 4. Jason Stephens has received multiple accolades for wealth management expertise.

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Why Bullish?

This recognition enhances UBS's brand image and client trust, potentially attracting new clients. Similar past recognitions have led to increased client inflows.

How important is it?

The article highlights a significant achievement for UBS that can attract attention and clients. While notable, it is one of many factors influencing overall stock performance.

Why Short Term?

The immediate recognition may boost client acquisitions rapidly, but longer-term impact will depend on continued performance. Prior awards have shown a short-term boost in client engagements.

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UBS
January 24, 2025 02:16 PM Eastern Standard Time NAPLES, Fla.--(BUSINESS WIRE)--UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team was ranked No. 6 in the state of Florida. The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion. The Forbes ranking was developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due-diligence interviews, and quantitative data. “We’re honored once again to see Jason, Michael, and the entire Stephens Group team recognized among the industry’s most talented financial services professionals, and we congratulate them on this terrific achievement,” said Lane Strumlauf, Florida Market Executive, UBS Wealth Management USA. “While many of our advisors have consistently earned individual industry recognitions for wealth management expertise over the last decade, it is especially rewarding to have entire teams acknowledged for their collective commitment and excellence in serving high-net-worth executives, entrepreneurs, families, corporations, and institutions throughout Florida.” The Forbes-SHOOK Best-In-State Wealth Management Teams ranking builds on a long series of industry accolades for The Stephens Group. Jason Stephens previously has been named to the Forbes Best-In-State Wealth Advisors list (2018-2024), the Forbes America's Top Wealth Advisors list (2017-2024), and the Barron's Top 1,200 Financial Advisors list (2014-2024). For the full list and further information, visit https://www.forbes.com/lists/wealth-management-teams-best-in-state. Notes to Editors 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 6.2 trillion dollars of invested assets as per third 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). https://www.ubs.com © UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.

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