Business
Five UBS Financial Advisors in Pacific Desert Market Named to Forbes Top Next-Gen Advisors Best-in-State List
IRVINE, Calif. & NEWPORT CENTER, Calif. & SEAL BEACH, Calif. & PHOENIX & SCOTTSDALE, Ariz., November 04, 2025--UBS announces that five financial advisors based in the firm's Pacific Desert Market were named to Forbes Top Next-Gen Advisors Best-in-State list.
About this update from Ubs Group Ag
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":1222,"height":442,"url":"https://media.zenfs.com/en/business-wire.com/5e8ee68b1fabc5d142e73c94212261bb"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/3qOPq7KJlXw5UKIlL5eGtQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTM0NztjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/5e8ee68b1fabc5d142e73c94212261bb","width":960,"height":347},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/ZjdFId5GiZFufFFp1EA97A--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD04Njg7Y2Y9d2VicA--/https://media.zenfs.com/en/business-wire.com/5e8ee68b1fabc5d142e73c94212261bb","width":1200,"height":434}},"lazy":false},{"type":"text","content":"IRVINE, Calif. & NEWPORT CENTER, Calif. & SEAL BEACH, Calif. & PHOENIX & SCOTTSDALE, Ariz., November 04, 2025--(BUSINESS WIRE)--UBS Global Wealth Management US announced today that five of its financial advisors based in the firm’s Pacific Desert Wealth Management Market have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025. Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America's Top Next-Gen Wealth Advisors list.","length":599,"tagName":"p"},{"type":"text","content":""It’s gratifying to see these talented advisors recognized for their continued commitment to UBS clients," says Justin Frame, Pacific Desert Market Head at UBS. "By providing personalized, comprehensive wealth management services and best-in-class advice, these advisors are helping clients achieve their individual financial goals. Congratulations to these outstanding advisors on this recognition."","length":420,"tagName":"p"},{"type":"text","content":"The advisors in the Pacific Desert Market named to the list include (in alphabetical order): Blake Foster (Newport Center), Lindsay Mais (Seal Beach, CA), Cameron Price (Irvine, CA), Stockton Schultz (Phoenix, AZ), and Jessica Wert (Scottsdale, AZ).","length":249,"tagName":"p"},{"type":"text","content":"Stockton Schultz has over 16 years of wealth management experience and employs a comprehensive approach that begins with listening to a client's unique needs to help ground every strateg...