Business
Five UBS advisor teams in the Southeast Region named to the Forbes America’s Top Wealth Management Teams list
PHILADELPHIA, December 02, 2025--UBS today announced that five financial advisor teams in the firm’s Southeast region have been recognized by Forbes.
About this update from Ubs Group Ag
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":1024,"height":512,"url":"https://media.zenfs.com/en/business-wire.com/3adef025636157f49e424613ab5dd609"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/1t3RSNwFjVE.CV00OayTDg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTQ4MDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/3adef025636157f49e424613ab5dd609","width":960,"height":480},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/Q2ziwR9gcy36TNJD2bIRgQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTIwNDg7aD0xMDI0O2NmPXdlYnA-/https://media.zenfs.com/en/business-wire.com/3adef025636157f49e424613ab5dd609","width":1024,"height":512}},"lazy":false},{"type":"text","content":"PHILADELPHIA, December 02, 2025--(BUSINESS WIRE)--UBS today announced that five financial advisor teams in the firm’s Southeast region have been recognized by Forbes.","length":166,"tagName":"p"},{"type":"text","content":"The financial advisor teams named to the 2025 Forbes America’s Top Wealth Management Teams Private Wealth list are:","length":115,"tagName":"p"},{"type":"text","content":"LongBernsteinGunderson (Philadelphia, New York City and Dallas): Ryan M. Long, Bradford Bernstein, Louise Gunderson, Nina Gunderson","length":131,"tagName":"p"},{"type":"text","content":"The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia, Joanne Ferland, Sarah Bothner, Kaveh Gilanshah","length":116,"tagName":"p"},{"type":"text","content":"The financial advisor teams named to the 2025 Forbes America’s Top Wealth Management Teams High Net Worth list are:","length":115,"tagName":"p"},{"type":"text","content":"The Murray Group (Hunt Valley, MD): Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele Lippincott","length":108,"tagName":"p"},{"type":"text","content":"Trillium Partners (Atlanta, GA): Harris Gignilliat, Laura Wellon, Langley Respess","length":81,"tagName":"p"},{"type":"text","content":"OakRing Wealth Partners (Birmingham, AL): David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel Dean","length":118,"tagName":"p"},{"type":"text","content":""These 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," said Julie Fox, Regional Director, Southeast at UBS. "On b...