UBS Boasts 49 Women Advisors Named to Forbes’ Best-in-State List, Highlighting Southeast Leadership
Southeast Team Exemplifies UBS’s Commitment to Client-First Service
UBS is shining a spotlight on its Southeast Region after an impressive 49 financial advisors from the unit earned spots on the 2026 Forbes Top Women Wealth Advisors Best-in-State List. The recognition, which illustrates both individual and collective success, comes as UBS continues to expand its leadership among global wealth managers.
Forbes Honors The Rising Influence of Women in Wealth Management
The Forbes Top Women Wealth Advisors Best-in-State List, now in its tenth annual edition, spotlights over 2,800 female advisors nationwide who together oversee approximately $8.3 trillion in assets. UBS’s cohort, led in the Southeast by Regional Director Julie Fox, exemplifies a growing trend of women breaking into leadership roles and setting new benchmarks for client service excellence. Notably, Christine McGinley of the Mid-Atlantic region was ranked #1 in South New Jersey and also earned a spot on the 2026 Forbes America’s Top Women Wealth Advisors list.
UBS’s Southeast Advisors Stand Out: 49 Honorees Across Four States
The Southeast region’s 49 advisors span Florida, the Mid-Atlantic, the South, and the South Atlantic. Their inclusion in Forbes’ list underscores the breadth, depth, and diversity of talent within the organization. This distinction is based on a mix of qualitative and quantitative criteria, such as interviews, compliance records, and revenue generated.
| State/Region | Number of Advisors | Notable Honoree(s) |
|---|---|---|
| Florida | 12 | Meryll Bangsil, Alisa Jaffe, Sarah Ponczek-Van Camp |
| Mid-Atlantic | 15 | Christine McGinley (#1 South NJ), Alexandra Jamieson |
| South | 12 | Kristi Thelen, Laura Wellon |
| South Atlantic | 10 | Mary Stiles-Hendler, Elaine Flanigan |
Diversity and Scale: UBS’s Global Wealth Leadership Continues
Beyond the Southeast Region, UBS remains a powerhouse in global wealth management. With its recent acquisition of Credit Suisse, the firm now manages $6.1 trillion in invested assets, operating across more than 50 markets. This scale, combined with initiatives recognizing diverse talent, reinforces UBS’s status not just as Switzerland’s leading universal bank, but as a truly global presence in financial services.
Key Takeaway: Excellence and Empowerment Drive UBS’s Recognition
As the financial landscape evolves, the growing presence of top women advisors at UBS points to the firm’s ongoing dedication to fostering inclusive leadership and delivering tailored solutions. While awards are never a guarantee of performance, these honors serve as a testament to the expertise, diligence, and client-centered approach championed within UBS. For those tracking the future of wealth management, such recognitions suggest that diversity and excellence are increasingly going hand in hand.
For the full list of honorees and further details on the ranking methodology, visit the official Forbes listing.
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