\nUBS today announced that 65 financial advisors in the firm\u2019s Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Among those recognized, UBS advisor Christopher Aitken was named #1 in the Jacksonville area, and Naples-based advisors Joe Matina and Jason Stephens were recognized in the top 250 advisors nationally by Forbes.\n<\/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.\n<\/p>\n
\n\u201cWe are incredibly proud to see so many of our talented advisors recognized on the Forbes Best-in-State Wealth Advisors list for 2025,\u201d said Lane Strumlauf, Florida Market Executive at UBS. \u201cThis achievement underscores their unwavering commitment to excellence and dedication to our clients’ financial success. Congratulations to all our advisors for this well-deserved honor.\u201d\n<\/p>\n
The UBS advisors named to the list are:<\/b><\/p>\n Aventura<\/b><\/p>\n \nWorth Boyce \u2013 PWM\n<\/p>\n \nSeth Ripple\n<\/p>\n \nNick Sadowsky \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Boca Raton<\/b><\/p>\n \nMeryll Bangsil\n<\/p>\n \nMichael Bober \u2013 PWM\n<\/p>\n \nJake Bryant\n<\/p>\n \nBrian Buetel\n<\/p>\n \nCameron Buetel\n<\/p>\n \nAlex Santos\n<\/p>\n \nMark Smith\n<\/p>\n \nEddie Ventrice \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Clearwater<\/b><\/p>\n \nDale Emerick\n<\/p>\n \nJohn Petika\n<\/p>\n \nJohn Petika Jr.\n<\/p>\n \n\u00a0\n<\/p>\n Coral Gables<\/b><\/p>\n \nStephen Schaefer \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Ft Myers<\/b><\/p>\n \nDavid McQuade\n<\/p>\n \n\u00a0\n<\/p>\n Ft. Lauderdale<\/b><\/p>\n \nHiromi Hanamura\n<\/p>\n \nChris Garvin\n<\/p>\n \nMegan MacGowan\n<\/p>\n \nJim Perez\n<\/p>\n \nMark Swenson\n<\/p>\n \nChristopher Niles\n<\/p>\n \n\u00a0\n<\/p>\n Gainesville<\/b><\/p>\n \nMike Carr\n<\/p>\n \nRuth Kirk\n<\/p>\n<\/td>\n Melbourne<\/b><\/p>\n \nTodd Starkey\n<\/p>\n \n\u00a0\n<\/p>\n Miami<\/b><\/p>\n \nManuel Coroalles\n<\/p>\n \nSteve Gold\n<\/p>\n \nKate Reilley\n<\/p>\n \nPam Segal Rhodes\n<\/p>\n \nFederico Sanchez\n<\/p>\n \nDavid Warren \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Naples<\/b><\/p>\n \nTerry Dean\n<\/p>\n \nDoug DiGiorno\n<\/p>\n \nMichael Lundon \u2013 PWM\n<\/p>\n \nNicholas Maurillo \u2013 PWM\n<\/p>\n \nJoseph Matina \u2013 PWM\n<\/p>\n \nChristopher McKenna \u2013 PWM\n<\/p>\n \nMichael Rhodes \u2013 PWM\n<\/p>\n \nJason Stephens \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Orlando<\/b><\/p>\n \nAshley Laubach\n<\/p>\n \nManish Mehta \u2013 PWM\n<\/p>\n \nPJ Mehta\n<\/p>\n \nHeather Mount\n<\/p>\n \nJerrey Thurston\n<\/p>\n \n\u00a0\n<\/p>\n Palm Beach<\/b><\/p>\n \nJohn Castronuovo \u2013 PWM\n<\/p>\n \nChris Damante\n<\/p>\n \nRobert DeForest \u2013 PWM\n<\/p>\n \nBrian Lowenthal \u2013 PWM\n<\/p>\n \nAndrew Plum\n<\/p>\n \nKristen Scarpa Bissett \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n<\/td>\n Palm Beach Gardens<\/b><\/p>\n \nPeter Foley\n<\/p>\n \nTrey Mahoney\n<\/p>\n \nTom Smith\n<\/p>\n \n\u00a0\n<\/p>\n Ponte Vedra<\/b><\/p>\n \nChristopher Aitken \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Sarasota<\/b><\/p>\n \nBrian Mariash \u2013 PWM\n<\/p>\n \nJose Rivera\n<\/p>\n \n\u00a0\n<\/p>\n St. Petersburg<\/b><\/p>\n \nJohn Posey\n<\/p>\n \nChris Taylor\n<\/p>\n \n\u00a0\n<\/p>\n Tampa<\/b><\/p>\n \nFrank Brawley\n<\/p>\n \nPaul Dolcimascolo \u2013 PWM\n<\/p>\n \nBrian Gray \u2013 PWM\n<\/p>\n \nBrian Robinson\n<\/p>\n \n\u00a0\n<\/p>\n Vero Beach<\/b><\/p>\n \nTom Mantione \u2013 PWM\n<\/p>\n \n\u00a0\n<\/p>\n Winter Haven<\/b><\/p>\n \nEric Johnson\n<\/p>\n \nConley Thornhill\n<\/p>\n<\/td>\n<\/tr>\n<\/table>\n \nThe advisors highlighted on the seventh annual Forbes Best-In-State Advisors ranking oversee a collective $16.7 trillion in assets. The 2025 Forbes ranking of America\u2019s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.\n<\/p>\n \nFor the full list and further information, visit: https:\/\/www.forbes.com\/lists\/best-in-state-wealth-advisors\/<\/a><\/p>\n Notes to Editors<\/b><\/p>\n About UBS \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 View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20250411014963\/en\/<\/a><\/span><\/p>\n Media Contact: KEYWORDS:<\/b> United States North America Florida<\/p>\n INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/p>\n\n
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<\/b>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. 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).\n<\/p>\n<\/p>\n
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Christina Aquilina
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christina.aquilina@ubs.com
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https:\/\/www.ubs.com<\/a><\/p>\n
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