Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research
PHILADELPHIA–(BUSINESS WIRE)–
UBS today announced that four financial advisor teams in the firm’s Southeast region have been ranked #1 in their respective cities on the Forbes Best-in-State Wealth Management Teams list of 2026.
The Southeast Region is led by Regional Director Julie Fox.
“These advisors are some of the best in the business. On behalf of myself and the UBS leadership team, we congratulate each of them on this impressive industry acknowledgement,” Fox said. “We look forward to continuing to support our advisors and helping them leverage our state-of-the-art wealth management platform to better serve clients.”
The advisor teams ranked #1 are:
The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele Lippincott
OakRing Wealth Partners (Birmingham, AL): David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel Dean
Capitol Wealth Management (Jackson, MS): Will Mosby, Harmon Bays, Russell Morrison, Rush Mosby
The Andover Group (Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle Blumenstock, Jason Mayer
The fourth annual 2026 Forbes Best-in-State Wealth Management Teams list is comprised of over 6,100 teams that collectively manage $8.3 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
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 6.1 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 2026. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260126716768/en/
Media Contact:
Scott Gamm
Strategy Voice Associates
[email protected]
KEYWORDS: Pennsylvania United States North America
INDUSTRY KEYWORDS: Asset Management Professional Services Finance
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