{"id":809053,"date":"2025-02-05T08:06:15","date_gmt":"2025-02-05T13:06:15","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/23-ubs-advisor-teams-in-the-south-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/"},"modified":"2025-02-05T08:06:15","modified_gmt":"2025-02-05T13:06:15","slug":"23-ubs-advisor-teams-in-the-south-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/23-ubs-advisor-teams-in-the-south-atlantic-market-named-to-the-forbes-best-in-state-wealth-management-teams-list\/","title":{"rendered":"23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list"},"content":{"rendered":"

<\/p>\n

23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list<\/b><\/p>\n

WASHINGTON–(BUSINESS WIRE<\/a>)–
\nUBS today announced that 23 advisor teams in the firm\u2019s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.<\/p>\n

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

\n\u201cThese advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,\u201d said Jake Shine, South Atlantic Market Executive at UBS.<\/p>\n

\nAmong those recognized, UBS advisor team Wickham Cash Partners ranked #1 in North Carolina \u2013 West on this year\u2019s list.<\/p>\n

\nThe advisor teams in the South Atlantic Market named to the list are:<\/p>\n

Wickham Cash Partners <\/b>(Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson, North Moore III.<\/p>\n

Miller Wealth Management <\/b>(Charlotte, NC): Michael Miller, Drew Miller<\/p>\n

Rankin Wealth Management <\/b>(Charlotte, NC): Rick Verdone, Ellen Rankin, Joe Zentner, Michael Gould<\/p>\n

The Andover Group <\/b>(Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle M. Blumenstock, Lesley Ferguson, Jason Mayer<\/p>\n

Gateway Wealth Management <\/b>(Charlotte, NC): Andrew Kittelson, Candace Cline<\/p>\n

Hatteras Wealth Management Group <\/b>(Charlotte, NC): John Stanford, Jack Butler<\/p>\n

The Fairview Group <\/b>(Charlotte, NC): Juan Sandoval, Mac Mayer, Richard Callahan, Crockett Clark<\/p>\n

The Cornerstone Group <\/b>(Chapel Hill, NC): Timothy L. Rauwald, Jenn Hoselton, Mark D. Harbaugh Jr., Steve Reed, Mark Harbaugh Sr.<\/p>\n

R\u00b3 Wealth Management <\/b>(Greensboro, NC): Robert M. Green, Robert C. Ketner, R. Andrew Ketner, Antonio Otero<\/p>\n

Raleigh PWM <\/b>(Raleigh, NC): Mike Lappin, Bill Smith<\/p>\n

The Parham, Arrowood, Bragdon Team <\/b>(Greenville, SC):Bert Arrowood, Kenneth Parham, Will Bragdon<\/p>\n

The Alpha Group <\/b>(Greenville, SC): Michael S. Lee, Steve Armaly, Brian Blackburn, Jeffrey S. Allen<\/p>\n

The Gabriele-Milionis Group <\/b>(Greenville, SC): Michael J. Gabriele, Amy R. Milionis<\/p>\n

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

The Boyle Anderson Group <\/b>(Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Charlie Anderson, John Young<\/p>\n

The BoundaryRock Group <\/b>(Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie, Jeff Schweighoffer<\/p>\n

The Atlantic Capital Group <\/b>(Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler, Mitchell R. Cooper<\/p>\n

The Hando Adams Group <\/b>(Bethesda, MD): Timothy J. Hando, Jason S. Adams<\/p>\n

The Hutson Polcaro Group <\/b>(Bethesda, MD): Jim Polcaro II, Michael Brick, Christopher Casey, Charley Hutson<\/p>\n

Potomac Wealth Group <\/b>(McLean, VA): Powell Hill, Arthur Chase<\/p>\n

The Nordell-Rubio Group <\/b>(McLean, VA): Andrea K. Nordell, Kenneth A. Rubio<\/p>\n

Thompson, Singor & Cimmino <\/b>(Norfolk, VA): Eric Thompson, Scott Singor, Marc Cimmino, Curtis Hanson<\/p>\n

The Garnett Group <\/b>(Richmond, VA): Scott Garnett<\/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\/20250205952650\/en\/<\/a><\/span><\/p>\n

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

KEYWORDS:<\/b> United States North America District of Columbia<\/p>\n

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

MEDIA:<\/b><\/p>\n\n\n\n\n
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23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list WASHINGTON–(BUSINESS WIRE)– UBS today announced that 23 advisor teams in the firm\u2019s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cThese advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,\u201d said Jake Shine, South Atlantic Market Executive at UBS. Among those recognized, UBS advisor team Wickham Cash Partners ranked #1 … <\/p>\n

Continue reading “23 UBS advisor teams in the South Atlantic Market named to the 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-809053","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\n23 UBS advisor teams in the South Atlantic Market named to the 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\/23-ubs-advisor-teams-in-the-south-atlantic-market-named-to-the-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=\"23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"23 UBS advisor teams in the South Atlantic Market named to the Forbes Best-in-State Wealth Management Teams list WASHINGTON–(BUSINESS WIRE)– UBS today announced that 23 advisor teams in the firm\u2019s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cThese advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,\u201d said Jake Shine, South Atlantic Market Executive at UBS. 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The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cThese advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,\u201d said Jake Shine, South Atlantic Market Executive at UBS. 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