{"id":796545,"date":"2024-12-20T12:11:07","date_gmt":"2024-12-20T17:11:07","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/"},"modified":"2024-12-20T12:11:07","modified_gmt":"2024-12-20T17:11:07","slug":"ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/","title":{"rendered":"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams<\/b><\/p>\n<p>PHOENIX&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Wealth Management USA announced today that The <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fschultzgroup%2FIndex.htm&amp;esheet=54170094&amp;newsitemid=20241220614078&amp;lan=en-US&amp;anchor=Schultz+Group&amp;index=1&amp;md5=34cb7757f08d7c878c32a2b303d51440\">Schultz Group<\/a>, including Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, has been named to the Forbes\/SHOOK America\u2019s Top Wealth Management Teams, High Net Worth list for 2024. This is the second year in a row that the Phoenix-based team has been named to the list. Additionally, in 2023, the team ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list.<\/p>\n<p>\n\u201cThe Schultz Group is one of the most successful advisor teams in the U.S. and continues to grow by providing intelligent financial guidance to high-net-worth families,\u201d says Justin Frame, Managing Director and Market Executive for the UBS Pacific Desert Market. \u201cThis team holds deep industry knowledge and a passion for helping clients achieve what matters most to them, through tailored financial advice. On behalf of our entire team, I extend our heartfelt congratulations to them.\u201d<\/p>\n<p>\nThe third annual Forbes\/SHOOK Top Wealth Management Teams, High Net Worth list has identified a total of 100 teams that, cumulatively, manage assets of more than $490 billion. Teams in the high-net-worth category typically focus on households with accounts under $10 million.<\/p>\n<p>\nLed by Steven Schultz, a financial advisor since 1981 and a Portfolio Manager since 2000, the team is committed to delivering professional investment management and building personalized relationships with their clients. Steve focuses on helping clients with education funding and structures for charitable giving. He is FINRA-registered and holds his Series 7 and 63 securities licenses as well as licenses for life insurance and annuities. Steve has been recognized by several publications for his expertise, including Barron&#8217;s Top 1,200 Financial Advisors (2015-2020, 2022-2024); Forbes America&#8217;s Top Wealth Advisors (2020- 2024); and Forbes Best-in-State Wealth Advisors (2018-2024).<\/p>\n<p>\nStockton Schultz, Steven\u2019s son, has more than 15 years of wealth management experience, during which he has advised clients through complex market cycles and pivotal life stages. He employs a comprehensive approach that begins with listening to a client&#8217;s unique needs to help ground every strategy in an understanding of what they want to achieve. Stockton also holds the UBS Athletes and Entertainers Consultant (\u201cAEC\u201d) designation. Advisors with this designation meet specific requirements and participate in an extensive training program, which covers complex needs unique to this client segment, such as atypical income streams and special financing circumstances. Stockton has been recognized by Forbes as a leading next-gen advisor eight times. He also has been named to several other industry accolade lists over the years, including the Financial Planning 40 Under 40 Broker list (2024), the Forbes Best-in-State Wealth Advisors list (2021-2024), and the Barron\u2019s Top 1,200 Financial Advisors list (2021).<\/p>\n<p>\nFinancial Advisor Justin Low joined The Schultz Group at UBS in 2020 and has been devoted to providing exceptional value to clients since 2008. His approach of deeply understanding clients\u2019 financial lives allows him to craft individualized financial solutions that are both thoughtful and creative. A tremendous strength of Justin\u2019s is his ability to listen, understand complicated financial concepts, and interpret them to his clients in a way that makes sense. Justin considers his life\u2019s work to be improving the financial lives of others in any way that he can. Justin was included in Forbes Best-in-State Wealth Advisors lists (2022-2024) and Forbes Best-In-State Next-Gen Wealth Advisors lists (2022-2023).<\/p>\n<p>\nThe Schultz Group also includes Team Administrator Merica Chmait; Senior Wealth Strategy Associates Elaine Biewald, Kristine Forster, Nathan Laidig, and Elias Weber; Client Associates Mia McConnell and Samuel Laidig; and Wealth Strategy Associate Lovella McKim.<\/p>\n<p>\nFor more information and to view the full Forbes list, please visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Flists%2Ftop-wealth-management-teams-high-net-worth%2F&amp;esheet=54170094&amp;newsitemid=20241220614078&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.forbes.com%2Flists%2Ftop-wealth-management-teams-high-net-worth%2F&amp;index=2&amp;md5=3dd5754f11421a495bd352bc2398123a\">https:\/\/www.forbes.com\/lists\/top-wealth-management-teams-high-net-worth\/<\/a><\/p>\n<p><b>Notes to Editors: <\/b>Photos available upon request<\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS 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 5.5 trillion dollars of invested assets as per second quarter 2023. 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).<\/p>\n<p>\n\u00a9 UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor 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. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20241220614078r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20241220614078\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20241220614078\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Beth Walsh<br \/>\n<br \/>858-254-2845<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:beth@clearpointagency.com\">beth@clearpointagency.com<\/a><\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54170094&amp;newsitemid=20241220614078&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=5f7a68326d88394c2fa774af9780d6fb\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Arizona United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Personal Finance Insurance Finance Consulting Banking Accounting Professional Services Asset Management Other Professional Services<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20241220614078\/en\/827707\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams PHOENIX&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management USA announced today that The Schultz Group, including Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, has been named to the Forbes\/SHOOK America\u2019s Top Wealth Management Teams, High Net Worth list for 2024. This is the second year in a row that the Phoenix-based team has been named to the list. Additionally, in 2023, the team ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list. \u201cThe Schultz Group is one of the most successful advisor teams in the U.S. and continues to grow by providing intelligent financial guidance to high-net-worth families,\u201d says Justin Frame, Managing Director &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-796545","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams PHOENIX&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management USA announced today that The Schultz Group, including Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, has been named to the Forbes\/SHOOK America\u2019s Top Wealth Management Teams, High Net Worth list for 2024. This is the second year in a row that the Phoenix-based team has been named to the list. Additionally, in 2023, the team ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list. \u201cThe Schultz Group is one of the most successful advisor teams in the U.S. and continues to grow by providing intelligent financial guidance to high-net-worth families,\u201d says Justin Frame, Managing Director &hellip; Continue reading &quot;UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2024-12-20T17:11:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20241220614078r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams\",\"datePublished\":\"2024-12-20T17:11:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\\\/\"},\"wordCount\":828,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20241220614078r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\\\/\",\"name\":\"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams - 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Schultz, Stockton M. Schultz, and Justin M. Low, has been named to the Forbes\/SHOOK America\u2019s Top Wealth Management Teams, High Net Worth list for 2024. This is the second year in a row that the Phoenix-based team has been named to the list. Additionally, in 2023, the team ranked #1 in Arizona on the Forbes Best-in-State Wealth Management Teams list. \u201cThe Schultz Group is one of the most successful advisor teams in the U.S. and continues to grow by providing intelligent financial guidance to high-net-worth families,\u201d says Justin Frame, Managing Director &hellip; Continue reading \"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/","og_site_name":"Market Newsdesk","article_published_time":"2024-12-20T17:11:07+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20241220614078r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams","datePublished":"2024-12-20T17:11:07+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/"},"wordCount":828,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20241220614078r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-team-the-schultz-group-named-to-forbes-americas-top-wealth-management-teams\/","name":"UBS Advisor Team The Schultz Group Named to Forbes America\u2019s Top Wealth Management Teams - 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