Two Greater Boston UBS Advisors Named to 2019 Forbes/SHOOK Top Women Wealth Advisors
BOSTON--(BUSINESS WIRE)--May 20, 2019--
UBS Financial Services Inc. announced this week that Jessica Guo of The Guo Group and Camille Valentine of the Little McLeod Valentine Wealth Management Group, have been named to Forbes/SHOOK list of Top Women Wealth Advisors.
This year’s Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on criteria that includes in-person interviews, compliance records, assets under management, industry experience and those that encompass best practices in their practice and approach to working with clients.
“I would like to congratulate Jessica Guo and Camille Valentine on being recognized by Forbes,” commented Susan Wolff, Greater Boston Market Director at UBS Financial Services Inc. “These distinguished women have both demonstrated a commitment to quality, integrity and professionalism. Camille and Jessica both add tremendous value to our industry and our community, and we are proud of this deserved recognition.”
This year’s ranking received over 7,000 qualified nominations and only 250 were selected to be spotlighted as the Top Women Wealth Advisors across the country.
For the full list and more visit: https://www.forbes.com/top-women-advisors/#507197a251f4.
Notes to Editors
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 advice.
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).
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.
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CONTACT: Kearney Dewing
KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING FINANCE
SOURCE: UBS Financial Services Inc.
Copyright Business Wire 2019.
PUB: 05/20/2019 10:00 AM/DISC: 05/20/2019 10:01 AM