
Recognition of an exceptional career in Financial Services
UBS Financial Services Inc. is proud to announce that Jonathan Murray, Brian Doak, Dale Horn, Kyle Harris, and Bart Gibson, have been named to the Forbes 2019 Best-In-State Wealth Advisors list. The advisors are part of UBS's Baltimore and Hunt Valley branches.
A ranking of the best financial advisors across the United States, the Forbes 2019 Best-In-State Wealth Advisors list comprises a select group of advisors who were nominated by their firms and then researched, interviewed and assigned a ranking within their respective states.
“This is an incredible and well-deserved honor for Jonathan, Brian, Dale, Kyle and Bart,” said Ellen Pierce, Mid-Atlantic Market Head at UBS Financial Services Inc. “In a market full of uncertainty and unpredictability, UBS is incredibly lucky to have these talented advisors providing an unparalleled service to clients.”
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors considered must have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

