Four UBS Teams Lead Southeast Region in Forbes Best-in-State Wealth Management Rankings
In a significant moment for UBS, four advisory teams within its Southeast region have clinched the top Forbes/SHOOK Research ranking in their respective cities for 2026. This highlights UBS’s commitment to delivering exceptional, personalized wealth management—earning recognition from one of the industry's most respected ranking organizations.
Recognized Excellence Across the Southeast: #1 Teams and Their Cities
UBS’s Southeast Region, steered by Regional Director Julie Fox, is celebrating the achievement of the following teams being named as the best in their cities on the Forbes Best-in-State Wealth Management Teams list:
| Team Name | City & State | Lead Advisors |
|---|---|---|
| The Murray Group | Hunt Valley, MD | Jason Lowy, Nick Barbieri, Brian Doak, Palmer Murray, Michele Lippincott |
| OakRing Wealth Partners | Birmingham, AL | David Saltzman, Kevin Haynes, Kevin Townsend King, Lee Friedman, Daniel Dean |
| Capitol Wealth Management | Jackson, MS | Will Mosby, Harmon Bays, Russell Morrison, Rush Mosby |
| The Andover Group | Charlotte, NC | Kevin O. Moran, William B. Lovett III, Kyle Blumenstock, Jason Mayer |
Forbes List Reflects Both Scale and Quality of Service
This achievement carries weight beyond the regional level. The 2026 Forbes Best-in-State list analyzed more than 6,100 teams, overseeing approximately $8.3 trillion in assets. Selection was rigorous, factoring both qualitative interviews and thorough quantitative analysis. With four teams placing first, UBS not only demonstrates the capability to manage wealth at scale but also maintains a standard of client service, compliance, and business growth that stands out industry-wide.
UBS’s Approach: Personalized Advice and Regional Commitment
Julie Fox, Southeast Region Director, credits the advisors’ success to their dedication and the firm’s support network: “These advisors are some of the best in the business. We look forward to continuing to support our advisors and helping them leverage our state-of-the-art wealth management platform to better serve clients.” As part of the larger UBS global presence, which, after the Credit Suisse acquisition, now oversees $6.1 trillion in client assets worldwide, these Southeast teams embody the firm’s core strength—combining regional specialization with global capability.
Key Takeaway: Industry Honors Reinforce UBS’s Leadership in Wealth Management
With advisors achieving recognition in cities across the Southeast, UBS reinforces its message: top-tier wealth management is built on expertise, integrity, and personalized support. For both existing and prospective clients, the message is clear—UBS advisor teams are not only leading local markets but are also setting the benchmark for excellence across the industry.
Full industry rankings and further details can be found at: Forbes Best-in-State Wealth Management Teams.
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