{"id":915351,"date":"2025-12-02T12:32:41","date_gmt":"2025-12-02T17:32:41","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/"},"modified":"2025-12-02T12:32:41","modified_gmt":"2025-12-02T17:32:41","slug":"five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/","title":{"rendered":"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list"},"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>Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list<\/b><\/p>\n<p>PHILADELPHIA&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS today announced that five financial advisor teams in the firm\u2019s Southeast region have been recognized by Forbes.\n<\/p>\n<p>\nThe financial advisor teams named to the <b>2025 Forbes America\u2019s Top Wealth Management Teams Private Wealth<\/b> list are:\n<\/p>\n<p><b>LongBernsteinGunderson<\/b> (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderson, Nina Gunderson\n<\/p>\n<p><b>The Capital ESOP Group<\/b> (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh Gilanshah\n<\/p>\n<p>\nThe financial advisor teams named to the <b>2025 Forbes America\u2019s Top Wealth Management Teams High Net Worth<\/b> list are:\n<\/p>\n<p><b>The Murray Group<\/b> (Hunt Valley, MD)<b>:<\/b> Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele Lippincott\n<\/p>\n<p><b>Trillium Partners<\/b> (Atlanta, GA): Harris Gignilliat, Laura Wellon, Langley Respess\n<\/p>\n<p><b>OakRing Wealth Partners<\/b> (Birmingham, AL): David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel Dean\n<\/p>\n<p>\n\u201cThese advisors are some of the best in the business and we are delighted to see them recognized nationally for their hard work and commitment to clients,\u201d said Julie Fox, Regional Director, Southeast at UBS. \u201cOn behalf of myself and the UBS leadership team, we congratulate each of them and their teams for this impressive recognition. We look forward to continuing to help them leverage our state-of-the-art wealth management platform to better serve their clients.\u201d\n<\/p>\n<p>\nThe Forbes Top Wealth Management Teams Private Wealth list is comprised of 100 teams managing over $1.5 trillion in combined assets. The Forbes Top Wealth Management Teams High Net Worth list features 100 teams with cumulative assets of more than $387 billion. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue.\n<\/p>\n<p>\nFor the full list and further information, visit:<br \/>\n<br \/><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-private-wealth%2F&amp;esheet=54366860&amp;newsitemid=20251202951405&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.forbes.com%2Flists%2Ftop-wealth-management-teams-private-wealth%2F&amp;index=1&amp;md5=97ef1b0f4f6d85784b1edde7ce903209\">https:\/\/www.forbes.com\/lists\/top-wealth-management-teams-private-wealth\/<br \/>\n<\/a><br \/><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=54366860&amp;newsitemid=20251202951405&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=b63d8a5bd54b350fd22cc3a4e26a2201\">https:\/\/www.forbes.com\/lists\/top-wealth-management-teams-high-net-worth\/<\/a><\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<br \/>\n<br \/><\/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. 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).\n<\/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=54366860&amp;newsitemid=20251202951405&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=3275eac4969989308fca8c8d9f79192f\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\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. <b>For press use only.<\/b><\/p>\n<p><i>The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.<\/i><\/p>\n<p><i>For more information on third party rating methodologies, please visit <\/i><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;esheet=54366860&amp;newsitemid=20251202951405&amp;lan=en-US&amp;anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;index=4&amp;md5=413ba2ae08ae8250b6be56b0a0a06c32\"><i>ubs.com\/us\/en\/designation-disclosures<\/i><\/a><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251202951405r1&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\/20251202951405\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20251202951405\/en\/<\/a><\/span><\/p>\n<p><b>Media:<br \/>\n<\/b><br \/>Scott Gamm<br \/>\n<br \/>Strategy Voice Associates<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:scott@strategyvoiceassociates.com\">scott@strategyvoiceassociates.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> Pennsylvania United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/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\/20251202951405\/en\/2658509\/3\/UBS_Logo.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>Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that five financial advisor teams in the firm\u2019s Southeast region have been recognized by Forbes. The financial advisor teams named to the 2025 Forbes America\u2019s Top Wealth Management Teams Private Wealth list are: LongBernsteinGunderson (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderson, Nina Gunderson The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh Gilanshah The financial advisor teams named to the 2025 Forbes America\u2019s Top Wealth Management Teams High Net Worth list are: The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list&#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-915351","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top 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\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-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=\"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that five financial advisor teams in the firm\u2019s Southeast region have been recognized by Forbes. The financial advisor teams named to the 2025 Forbes America\u2019s Top Wealth Management Teams Private Wealth list are: LongBernsteinGunderson (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderson, Nina Gunderson The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh Gilanshah The financial advisor teams named to the 2025 Forbes America\u2019s Top Wealth Management Teams High Net Worth list are: The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer &hellip; Continue reading &quot;Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-02T17:32:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251202951405r1&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=\"3 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\\\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list\",\"datePublished\":\"2025-12-02T17:32:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\\\/\"},\"wordCount\":581,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20251202951405r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\\\/\",\"name\":\"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list - 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The financial advisor teams named to the 2025 Forbes America\u2019s Top Wealth Management Teams Private Wealth list are: LongBernsteinGunderson (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderson, Nina Gunderson The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh Gilanshah The financial advisor teams named to the 2025 Forbes America\u2019s Top Wealth Management Teams High Net Worth list are: The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer &hellip; Continue reading \"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/","og_site_name":"Market Newsdesk","article_published_time":"2025-12-02T17:32:41+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251202951405r1&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":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list","datePublished":"2025-12-02T17:32:41+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/"},"wordCount":581,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251202951405r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/five-ubs-advisor-teams-in-the-southeast-region-named-to-the-forbes-americas-top-wealth-management-teams-list\/","name":"Five UBS advisor teams in the Southeast Region named to the Forbes America\u2019s Top Wealth Management Teams list - 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