Market Overview

Six UBS Advisors in Midwest Markets Named to Forbes Magazine List of Top Next-Generation Wealth Advisors

Share:

Recognition of exceptional careers in Financial Services

UBS announced today that six Financial Advisors in the Ohio Indy market
have been named to Forbes
Magazine's list
of 2018 Top Next-Generation Wealth Advisors. The
list includes 1,000 talented advisors born in 1980 or later who
represent the future of the wealth management industry.

The ranking, developed by Forbes' partner SHOOK Research, is based on an
algorithm of qualitative and quantitative data, rating thousands of
wealth advisors and weighing factors like industry experience,
compliance records, revenue produced, assets under management and
in-person interviews.

Daniel
Chillemi
, Indianapolis, has worked in the financial
industry for 14 years, including nine with UBS. "Serving our clients in
the most transparent, high touch and personalized way is the most
important pillar in our practice," Chillemi said. "Our knowledge of
behavioral finance also helps our clients manage the emotional side of
investing, which we believe to be the single most important driver of
investment and financial planning success."

Blair
Cornell
, Miamisburg, Ohio, has spent 14 years in the
financial industry, all with UBS. "I specialize in custom financial
planning, partnering with special needs families, business owners and
high net worth individuals," Cornell said.

Geoff
Merl
, Miamisburg, Ohio, has been with UBS for 15 years.
"I am committed to relationships that are relevant to my clients' lives
and focused on their financial success," Merl said.

Joe
Panfil
, New Albany, Ohio, has worked in the financial
industry for 13 years, including 10 with UBS. "My goal is to serve as
Ohio's premier financial advisor for corporate executives and
professionals," Panfil said. "I provide clients with financial planning,
investment management and proactive service to help them through many of
life's milestones."

Ed
Snyder
, Dublin, Ohio, has been with UBS for 16 years. "I
believe that wealth management is about more than just helping clients
manage their money. It's about helping them uncover what's most
important in their lives, prioritizing competing goals, offering
guidance and creating the plan that leads to the life and legacy they've
always imagined," Snyder said.

Stockton
Schultz
, Mishawaka, Indiana, has spent seven years in the
financial industry, including five with UBS. "I help provide masterful
solutions and systems to help families grow, preserve and pass down
their wealth, maxims and values," Schultz said. "I pride myself on the
long-standing and trusting relationships I've formed with my clients and
want to be passionately involved at each critical juncture."

"I am pleased that Forbes Magazine recognized these six advisors as
leading next-generation wealth advisors," said Jon Ramey, Market Head of
UBS's Ohio Indy market. "To be named to this list recognizes their
exceptional dedication, accomplishments and expertise in meeting client
expectations."

For the full list of Top Next-Generation Wealth Advisors, click here.

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).

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.

© UBS 2018. All rights reserved.
The key symbol and UBS are among
the registered and unregistered trademarks of UBS.

View Comments and Join the Discussion!