{"id":963466,"date":"2026-05-15T09:46:06","date_gmt":"2026-05-15T13:46:06","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/"},"modified":"2026-05-15T09:46:06","modified_gmt":"2026-05-15T13:46:06","slug":"ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/","title":{"rendered":"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s"},"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 Advisors in the Southeast Region Recognized Nationally by Barron\u2019s<\/b><\/p>\n<p>PHILADELPHIA&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS today announced that several advisors in the firm\u2019s Southeast Wealth Management Region have been recognized by Barron\u2019s.<\/p>\n<p>\nThe firm\u2019s Southeast Wealth Management Region is led by Regional Director Julie Fox.<\/p>\n<p>\n&#8220;Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they devote to client service each and every day,\u201d said Julie Fox, Regional Director, Southeast at UBS. \u201cThe entire UBS leadership team joins me in celebrating this well-deserved honor, and we remain dedicated to equipping our advisors and clients with the very best in wealth management.&#8221;<\/p>\n<p>\nThe advisors acknowledged by Barron\u2019s include:<\/p>\n<p><b>Barron\u2019s Top 100 Financial Advisors, 2026<br \/>\n<br \/><\/b>Greg Cash<br \/>\n<br \/>Mitchell Wickham<br \/>\n<br \/>This year marks the sixth consecutive year that Greg and Mitchell, of <i>Wickham Cash Partners<\/i> in Charlotte, NC, have been named to the Barron\u2019s Top 100 Financial Advisors list.<\/p>\n<p>\nThe Barron&#8217;s rating is awarded annually in May based on information from the prior year Q4. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.<\/p>\n<p>\nFor more information on third-party rating methodologies, please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;index=1&amp;md5=fc9dcc0bada23b36da5cb08f8afbc8c7\">ubs.com\/us\/en\/designation-disclosures<\/a>.<\/p>\n<p><b>Barron\u2019s Top 100 Institutional Consulting Teams, 2026<br \/>\n<br \/><\/b><i>Princeton\/Park Avenue Investment Consulting (Princeton, NJ):<\/i> L. Marc Shegoski, Linda Modico, David Sears<\/p>\n<p><i>Capitol Group Institutional Consulting (Washington, D.C.): <\/i>Leland Bishop, Leif Springer, William Cone<\/p>\n<p><i>UBS Institutional Consulting \u2013 Atlanta (Atlanta, GA):<\/i> Scott Olsen, Kristi Thelen, W. Austin Dodd<\/p>\n<p>\nThe Barron&#8217;s rating is awarded annually in May based on information from the prior year Q4. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.<\/p>\n<p>\nFor more information on third-party rating methodologies, please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;index=2&amp;md5=d3ecea7752a5f8bc3758e6c6e52b3f18\">ubs.com\/us\/en\/designation-disclosures<\/a>.<\/p>\n<p><b>Barron\u2019s Top 250 Private Wealth Management Teams, 2026<br \/>\n<br \/><\/b><i>Wickham Cash Partners (Charlotte, NC):<\/i> Mitchell Wickham, Greg Cash, Trevor Hoke<\/p>\n<p><i>Constellation Wealth Management (Hallandale, FL):<\/i> Nick Sadowsky, Worth Boyce, Missy Fierman<\/p>\n<p><i>BV Group (Boca Raton, FL):<\/i> Michael Bober, Ed Ventrice, Alex Santos<\/p>\n<p><i>LongBernstein Wealth Management (Philadelphia and Dallas):<\/i> Ryan Long, Brad Bernstein<\/p>\n<p><i>OakRing Wealth Partners (Alpharetta, GA):<\/i> David Saltzman, Kevin King, Kevin Haynes<\/p>\n<p>\nThe Barron&#8217;s rating is awarded annually in May based on information from the prior year Q4. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.<\/p>\n<p>\nFor more information on third-party rating methodologies, please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=ubs.com%2Fus%2Fen%2Fdesignation-disclosures&amp;index=3&amp;md5=7fab07774d137b538f95658ac3e80774\">ubs.com\/us\/en\/designation-disclosures<\/a>.<\/p>\n<p>\nThis year\u2019s Top 100 Financial Advisors, Top 100 Institutional Consulting Teams and Top 250 Private Wealth Management Teams and lists from Barron\u2019s are compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record.<\/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.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F100&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F100&amp;index=4&amp;md5=420315822873030d8aee9c00d12a0e36\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/100<br \/>\n<\/a><br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F&amp;index=5&amp;md5=a1c00f0524ca5697e8a67c71e1aaf76f\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/<br \/>\n<\/a><br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fprivate-wealth&amp;index=6&amp;md5=ed2d506c3c4baa019a06a4ea68635b66\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/private-wealth<\/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. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. 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 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260515814968r1&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\/20260515814968\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260515814968\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<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<br \/>\n<\/a><br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54535229&amp;newsitemid=20260515814968&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=7&amp;md5=68c3bf955ec7187752211c301a1b6b35\">https:\/\/www.ubs.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\/20260515814968\/en\/2806028\/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>UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that several advisors in the firm\u2019s Southeast Wealth Management Region have been recognized by Barron\u2019s. The firm\u2019s Southeast Wealth Management Region is led by Regional Director Julie Fox. &#8220;Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they devote to client service each and every day,\u201d said Julie Fox, Regional Director, Southeast at UBS. \u201cThe entire UBS leadership team joins me in celebrating this well-deserved honor, and we remain dedicated to equipping our advisors and clients with the very best in wealth management.&#8221; The advisors acknowledged by Barron\u2019s include: Barron\u2019s Top 100 Financial &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s&#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-963466","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s - 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-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that several advisors in the firm\u2019s Southeast Wealth Management Region have been recognized by Barron\u2019s. The firm\u2019s Southeast Wealth Management Region is led by Regional Director Julie Fox. &#8220;Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they devote to client service each and every day,\u201d said Julie Fox, Regional Director, Southeast at UBS. \u201cThe entire UBS leadership team joins me in celebrating this well-deserved honor, and we remain dedicated to equipping our advisors and clients with the very best in wealth management.&#8221; The advisors acknowledged by Barron\u2019s include: Barron\u2019s Top 100 Financial &hellip; Continue reading &quot;UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-15T13:46:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260515814968r1&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\\\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s\",\"datePublished\":\"2026-05-15T13:46:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\\\/\"},\"wordCount\":652,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20260515814968r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\\\/\",\"name\":\"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/","og_locale":"en_US","og_type":"article","og_title":"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s - Market Newsdesk","og_description":"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that several advisors in the firm\u2019s Southeast Wealth Management Region have been recognized by Barron\u2019s. The firm\u2019s Southeast Wealth Management Region is led by Regional Director Julie Fox. &#8220;Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they devote to client service each and every day,\u201d said Julie Fox, Regional Director, Southeast at UBS. \u201cThe entire UBS leadership team joins me in celebrating this well-deserved honor, and we remain dedicated to equipping our advisors and clients with the very best in wealth management.&#8221; The advisors acknowledged by Barron\u2019s include: Barron\u2019s Top 100 Financial &hellip; Continue reading \"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/","og_site_name":"Market Newsdesk","article_published_time":"2026-05-15T13:46:06+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260515814968r1&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\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s","datePublished":"2026-05-15T13:46:06+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/"},"wordCount":652,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260515814968r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisors-in-the-southeast-region-recognized-nationally-by-barrons\/","name":"UBS Advisors in the Southeast Region Recognized Nationally by Barron\u2019s - 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