Inclusion is well-deserved recognition of an exceptional career in Financial Services

UBS announced today that Jonathan Murray, Financial Advisor and Managing Director-Wealth Management, has been named to the 2020 Forbes/SHOOK Top 250 Wealth Advisors list. Jonathan is based out of UBS’s Hunt Valley office.

The Forbes/SHOOK Top Wealth Advisors list includes 250 advisors who manage $893 billion in client assets. They were each nominated by their firm and then vetted and ranked by SHOOK Research. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors on this year’s list have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their firms and approach to working with clients.

“I am pleased that Jonathan has received this incredible recognition,” said Ellen Pierce, Mid-Atlantic Market Head at UBS Wealth Management USA. “Every day, Jonathan works diligently to earn his clients’ trust and respect with a depth of knowledge and passion for helping families and individuals pursue their financial goals. This deep commitment to his clients is now reflected in this prestigious acclaim from Forbes and SHOOK Research.”

Click here for the full list and further information.

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.