Market Overview

Three Local San Diego UBS Advisors Make the Forbes "Next Generation Top Financial Advisors" List


Forbes has announced its second annual ranking of America's Top
Next Generation Wealth Advisors
from all 50 states. Three San
Diego-based UBS wealth advisors have made the listing. The local UBS
rising stars include: Alex
of the La Jolla branch, Bryan
of the downtown San Diego branch, and Kalyn
Maher Walker
of the Carmel Valley branch. In all, there were 126 UBS
advisors included in the total list of 500.

, market head for UBS in San Diego, says, "These advisors are
the industry's future leaders who provide financial stewardship for both
their current clients and a legacy for the next generations. We are
quite proud of Alex, Bryan and Kalyn, as well as the other people who
support their UBS clients every day, and we look forward to a bright
future for the wealth management industry with these intellects leading

According to Forbes, to qualify for this ranking, advisors must
have been born in 1980 or later and must show leadership capabilities
beyond their years. The magazine conducts deep due diligence by
interviewing advisors, via telephone and in person, to measure them
qualitatively, and to identify best practices, service models, investing
process, business types, leadership capabilities, and integrity. Each
advisor completes a lengthy survey. Forbes considers such factors
as compliance records, client retention, revenues produced for their
firms and assets managed. They do not consider portfolio performance
because of varying client objectives and lack of audited data. Both
quantitative and qualitative data are fed into an algorithm that
produces a ranking score.

Background on the listed advisors

Alex Howell, first vice president of wealth management, is part
of The
Baldwin Group
, a UBS financial services team located in La Jolla. He
joined the firm in 2008 and is in his 12th year working in the financial
services industry. Over the past 10 years at UBS, he has focused on team
branding and business development efforts for The Baldwin Group. He
partners with financial advisors, not just in San Diego, but across the
country to develop relationships and close multimillion-dollar
relationships with corporate executives. Howell and his team manage
financial planning and deliver ongoing advice and insightful guidance to
their clients. This strategy has served Baldwin Group clients well and
has helped it to grow its business and remain a relevant resource to
select corporate executives.

A graduate of the Leeds School of Business at the University of Colorado
Boulder, Howell holds a degree in marketing. He lives in San Diego with
his wife, Kristen, and their three children. He values the mentorship
and insight he has gathered from his colleagues over the years, and
still remembers the best piece of business advice he has received in his
experience: to be disciplined and persistent.

Earl B. "Bryan" Thompson III has been with UBS for 10 years,
initially working at the firm's national sales department in New Jersey
and as a financial planning resource for wealth management teams in
Southern California, before joining his father, Earl B. Thompson, at the
UBS San Diego-based Thompson
Wealth Management Group
in 2008. In 2017 he was
promoted to VP of Wealth Management. Very community focused, Thompson, a
nine-year resident of San Diego's Little Italy, was recently nominated
to the community's association board and is vice chairman of the
renowned Ferragosto event, which hosts a few hundred thousand people to
raise funds for the community's elementary school, parish and safety
programs. He also mentors veterans transitioning back into the private
sector. Thompson says he lives and breathes looking for ways to help his
clients achieve their personal financial goals through financial
analysis and a comprehensive approach. Thompson earned his B.B.A. degree
in finance and marketing from the University of Washington, Seattle.

Kalyn Maher Walker, senior vice president, wealth management, who
joined the firm in 2014, has a decade of experience in financial
services. She leads a team of seven at the Maher-Walker
and Zeigler team
located in the UBS Carmel Valley branch, which
serves select clients and families in San Diego and surrounding areas.
She has received several accolades and awards; in 2018, she was listed
by Forbes on both the Top Women Advisors and Best-in-State Wealth
Advisors lists as well. In 2015, Walker was ranked No. 12 on Rep.
magazine's list of Top 40 Wirehouse Advisors Under 40 as well as No. 11
on the publication's list of Top 50 Wirehouse Women in 2015. In 2016 and
2018 she was named to UBS's list of Top 35 under 35.

A graduate of Santa Clara University, Walker holds a degree in finance.
She believes in giving back to her community and is an active supporter
of the Boys & Girls Club, Special Olympics, and Monarch School in San
Diego. She lives in Encinitas with her husband and baby daughter.

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

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