Wealth Management Americas advisers named tops in their states
Six financial advisers from Wealth Management Americas, a business division of financial solutions provider UBS, have been named No. 1 in their respective states in financial magazine Barron’s annual list of the nation's top 1,200 advisers.
Those top advisers were Jonathan Beukelman of Nebraska, Sandra Dalton of Idaho, Rick Frayard of Louisiana, Michael Jeffries of Missouri, Tony Smith of Alabama, and Gary Tantleff of New Jersey.
Overall, 167 UBS advisers made the 2018 list.
“I'm pleased to see our advisers across the U.S. recognized for their expertise, insights and dedication to helping clients achieve their financial goals,” Wealth Management Americas head Brian Hull said in a statement. “These advisers are doing a tremendous job of delivering the unique capabilities we offer as the world's only truly global wealth manager to their clients, and I'm confident in their ability to build on that momentum.”
Barron's annually ranks the top financial advisers in all 50 states and the District of Columbia based on assets under management.