{"id":809042,"date":"2025-02-05T08:04:29","date_gmt":"2025-02-05T13:04:29","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/"},"modified":"2025-02-05T08:04:29","modified_gmt":"2025-02-05T13:04:29","slug":"35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/","title":{"rendered":"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List"},"content":{"rendered":"

<\/p>\n

35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List<\/b><\/p>\n

MIAMI–(BUSINESS WIRE<\/a>)–
\nUBS today announced that 35 advisor teams in the firm\u2019s Florida Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.<\/p>\n

\nThe Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox.<\/p>\n

\n\u201cWe congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,\u201d said Lane Strumlauf, Florida Market Executive at UBS.<\/p>\n

\nAmong those recognized, UBS advisor team The Summit Group ranked #1 in Florida \u2013 North on this year\u2019s list.<\/p>\n

\nThe advisor teams named to the list are:<\/p>\n

The Summit Group <\/b>(Winter Park): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo.<\/p>\n

Winter Park Wealth Management <\/b>(Winter Park): Jerrey A. Thurston, Ed C. LeMasters, Mitch Schrenk, Brian R. Lid\u00e9n, Heather R. Mount<\/p>\n

The Watkins Johnson Wealth Management Group <\/b>(Winter Haven): Jack M. Watkins Jr., Eric E. Johnson<\/p>\n

Constellation Wealth Management <\/b>(Aventura): Nick Sadowsky, Worth Boyce, Hank Boyce, Missy Fierman<\/p>\n

Boca Raton Wealth Consulting Group <\/b>(Boca Raton): John Pastorello, Meryll B. Bangsil, Jacob A. Bryant<\/p>\n

BV Group <\/b>(Boca Raton): Michael Bober, Ed Ventrice, Michael MacDonald, Alex Santos, William Marino, Sarah Ponczek<\/p>\n

The Buetel Wealth Management Group <\/b>(Boca Raton): Brian Buetel, Cameron Buetel<\/p>\n

The Petika Wealth Management Group <\/b>(Clearwater): John T. Petika Sr., John P. Petika Jr., James Petika, Steve Murray<\/p>\n

Schaefer-Hanamura Group <\/b>(Coral Gables): Stephen Schaefer, Hiromi Hanamura<\/p>\n

Coastal Partners <\/b>(Fort Lauderdale): W. Scott Parker, Sean M. Riley, Chris Pendrak, W. Scott Parker Jr.<\/p>\n

The Garvin Financial Team <\/b>(Fort Lauderdale): Chris Garvin, Mark Swenson, Jennifer Garvin, H. Glenn Garvin<\/p>\n

1280 Financial Partners <\/b>(Fort Myers): Charles I. Todd, Thomas L. Burt, Duane Ohly, Brett R. Kinzel, John T. McGee, Carol Powell<\/p>\n

Neri, Pacciano Wealth Management <\/b>(Jacksonville): Chris Neri, Kevin Pacciano<\/p>\n

Comprehensive Financial Consultants <\/b>(Jacksonville): Bucky Buchanan Jr., Joel Nichols, Zach Williams<\/p>\n

The Beard Williams Group <\/b>(Jacksonville): Franklin Beard<\/p>\n

Bridgelane Wealth Management <\/b>(Miami): Peter Zubizarreta, Randall Bodner, Manuel Coroalles, Kathleen Reilley<\/p>\n

VPHN Wealth Partners <\/b>(Miami): Melissa Van Putten-Henderson, Doris Neyra, Kelly Baker Ferrarese<\/p>\n

Orbis International Financial Group <\/b>(Miami): Federico Sanchez, Pam Segal Rhodes<\/p>\n

Naples Northbrook Wealth Management <\/b>(Naples): Terry Dean, Teri Conklin, Betsy Nelson, Doug DiGiorno, Martha Maher Naselli<\/p>\n

The Matina Group <\/b>(Naples): Joseph Matina, Christopher McKenna, Amy West, Lauren Mirman, John Rocco<\/p>\n

The Stephens Group <\/b>(Naples): Jason Stephens, Michael Lundon<\/p>\n

Coastal Lighthouse Wealth Management <\/b>(Palm Beach Gardens): Douglas Twohill, Steven Scalici, Ryan Shippy<\/p>\n

Focus Wealth Management <\/b>(Palm Beach Gardens): Trey Mahoney, Peter Foley, Jay Marvin, Philip Jordan, Justin Warzala<\/p>\n

Sanctuary Private Wealth <\/b>(Ponte Vedra Beach): Christopher Aitken, Ken Tonning, David Hanvey, Tyson Rising, Lacey Conner<\/p>\n

Mariash Lowther Wealth Management <\/b>(Sarasota): Brian Mariash, J. Barton Lowther<\/p>\n

The Family Wealth Group <\/b>(Sarasota): David Begala, Eric Dunn, Jaime Messinger, Al Caliendo<\/p>\n

Endeavor Wealth Consultants <\/b>(Tampa): Daniel Zucker, Wade Kornblith<\/p>\n

SageView Partners <\/b>(Tampa): Samantha Parker Hopkins, Jeffrey L. Hogue<\/p>\n

Synergy Wealth Consultants <\/b>(Tampa): Brian Robinson, John Posey, Trent Ulrich, Mallory Posey<\/p>\n

Tampa Bay Private Wealth Management <\/b>(Tampa): Brian K. Gray, Paul S. Dolcimascolo, John Grandizio<\/p>\n

The Shantz Mantione Group <\/b>(Vero Beach):<\/b> Thomas Mantione, Andrew Shantz, Greg Merrill, Jill Faherty Lloyd<\/p>\n

Berman Partners <\/b>(West Palm Beach): Brian Lowenthal, Kristen Bissett<\/p>\n

Damante Partners Wealth Management <\/b>(West Palm Beach): Christopher J. Damante, Robert C. Damante<\/p>\n

Hollenbaugh Rukeyser Safro Williams <\/b>(West Palm Beach):<\/b> David Hollenbaugh, Peter Rukeyser, Wayne Safro, Alexander Williams<\/p>\n

Palm Beach Wealth Consulting Services <\/b>(West Palm Beach): John C. Castronuovo, Robert E. DeForest<\/p>\n

\nThe third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 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.<\/p>\n

\nFor the full list and further information, visit: https:\/\/www.forbes.com\/lists\/wealth-management-teams-best-in-state\/<\/a><\/p>\n

Notes to Editors<\/b><\/p>\n

About UBS<\/b><\/p>\n

\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 5.7 trillion dollars of invested assets as per fourth 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

https:\/\/www.ubs.com<\/a><\/p>\n

\n\u00a9 UBS 2025. 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.<\/b><\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20250205879732\/en\/<\/a><\/span><\/p>\n

Media Contact:
\n<\/b>
Scott Gamm
\n
Strategy Voice Associates
\n
scott@strategyvoiceassociates.com<\/a><\/p>\n

KEYWORDS:<\/b> Florida United States North America<\/p>\n

INDUSTRY KEYWORDS:<\/b> Finance Banking Professional Services Other Professional Services Asset Management<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
\"Logo\"<\/td>\n<\/tr>\n
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35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List MIAMI–(BUSINESS WIRE)– UBS today announced that 35 advisor teams in the firm\u2019s Florida Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cWe congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,\u201d said Lane Strumlauf, Florida Market Executive at UBS. Among those recognized, UBS advisor team The Summit Group ranked #1 in Florida \u2013 North on this … <\/p>\n

Continue reading “35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List”<\/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-809042","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\n35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List - 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\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List MIAMI–(BUSINESS WIRE)– UBS today announced that 35 advisor teams in the firm\u2019s Florida Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cWe congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,\u201d said Lane Strumlauf, Florida Market Executive at UBS. Among those recognized, UBS advisor team The Summit Group ranked #1 in Florida \u2013 North on this … Continue reading "35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List"\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-05T13:04:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&sty=20250205879732r1&sid=flmnd&distro=nx&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\\\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List\",\"datePublished\":\"2025-02-05T13:04:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\\\/\"},\"wordCount\":858,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&sty=20250205879732r1&sid=flmnd&distro=nx&lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\\\/\",\"name\":\"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List - 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The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cWe congratulate our advisors for receiving this national recognition, which is a testament to their hard work and dedication to serving client needs,\u201d said Lane Strumlauf, Florida Market Executive at UBS. Among those recognized, UBS advisor team The Summit Group ranked #1 in Florida \u2013 North on this … Continue reading \"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/","og_site_name":"Market Newsdesk","article_published_time":"2025-02-05T13:04:29+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&sty=20250205879732r1&sid=flmnd&distro=nx&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\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List","datePublished":"2025-02-05T13:04:29+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/"},"wordCount":858,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&sty=20250205879732r1&sid=flmnd&distro=nx&lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/35-ubs-advisor-teams-in-florida-named-to-the-2025-forbes-best-in-state-wealth-management-teams-list\/","name":"35 UBS Advisor Teams in Florida Named to the 2025 Forbes Best-in-State Wealth Management Teams List - 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