WASHINGTON, March 07, 2025--(BUSINESS WIRE)--UBS today announced that five advisors in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.

The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

"It is incredibly gratifying to see our advisors acknowledged nationally. These advisors are some of the best in the business and we applaud each of them for this prestigious industry recognition," said Jake Shine, South Atlantic Market Executive at UBS.

The advisors named to the list are:

Bethesda, MD:
Mary Stiles-Hendler

Charlotte, NC:
Candace Cline
Ellen Rankin

Norfolk, VA:
Tracy Collins

Wilmington, NC:
Andrea Murphy Doolan

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-women-advisors/

About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com 

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Contacts

Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com