Five UBS Pacific Desert Advisors Earn National Recognition for Client-Focused Wealth Management

Forbes Acknowledges Five Standout UBS Advisors, With National Spotlight on Stockton Schultz

UBS Global Wealth Management US has announced that five of its financial advisors from the Pacific Desert Market have secured positions on the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State list. Notably, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and achieved the distinction of #1 advisor in Arizona.

Diverse Expertise, Unified Focus on Comprehensive Financial Advice

The five UBS advisors recognized by Forbes include Blake Foster (Newport Center), Lindsay Mais (Seal Beach, CA), Cameron Price (Irvine, CA), Stockton Schultz (Phoenix, AZ), and Jessica Wert (Scottsdale, AZ). Their collective expertise ranges from alternative investments and financial planning to unique needs such as college savings and supporting entertainers or athletes with nontraditional income streams.

Here’s a breakdown of each advisor’s area of specialty and major recognitions:

UBS’s Commitment to Personalized and Comprehensive Client Service Sets Advisors Apart

“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. He credits their ability to provide highly tailored wealth management advice for driving both client satisfaction and professional accolades. The selection criteria by Forbes, conducted via SHOOK Research, rely on a mix of qualitative factors and rigorous due diligence interviews—further emphasizing the importance of personalized, comprehensive financial strategies.

UBS Global Reach Amplifies Local Client Success

UBS operates in more than 50 markets and manages $6.1 trillion in invested assets, reinforcing its status as a leading global wealth manager. Advisors’ consistent recognition signals that clients in the Pacific Desert Market benefit from UBS’s international reach and diverse capabilities, alongside direct access to industry-leading expertise tailored to individual goals.

What This Recognition Means for Investors and Clients

Clients working with these advisors can take confidence from their proven track records, multi-year recognitions, and a firm-wide commitment to financial success. The variety in backgrounds—from athlete advisory specialization to alternative investments and retirement planning—suggests that the UBS Pacific Desert team can address an exceptionally broad spectrum of wealth management needs.

As the financial landscape evolves and clients’ circumstances become more complex, these advisors’ ongoing industry recognition highlights the importance of trust, expertise, and truly customized financial advice.

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