UBS Advisors in the Southeast Region Recognized Nationally by Barron’s

PHILADELPHIA--(BUSINESS WIRE)-- UBS today announced that several advisors in the firm’s Southeast Wealth Management Region have been recognized by Barron’s.

The firm’s Southeast Wealth Management Region is led by Regional Director Julie Fox.

“It is truly gratifying to see so many of our advisors recognized nationally for their hard work and dedication to serving clients,” said Julie Fox, Regional Director, Southeast at UBS. “On behalf of myself and the UBS leadership team, we congratulate each of them for this prestigious industry acknowledgement and look forward to continuing to support our advisors and clients with state-of-the-art wealth management capabilities.”

The advisors acknowledged by Barron’s include:

Barron’s Top 100 Financial Advisors
Greg Cash
Mitchell Wickham
This year marks the fourth consecutive year that Greg and Mitchell, of Wickham Cash Partners in Charlotte, NC, have been named to the Barron’s Top 100 Financial Advisors list.

Barron’s Top 100 Institutional Consulting Teams
Princeton/Park Avenue Investment Consulting (Princeton, NJ): L. Marc Shegoski, Linda Modico, David Sears

UBS Institutional Consulting – Atlanta (Atlanta, GA): W. Austin Dodd, Kristi Thelen, Ray Vuicich

Barron’s Top 250 Private Wealth Management Teams
Wickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke

Constellation Wealth Management (Hallandale, FL): Nick Sadowsky, Worth Boyce

BV Group (Boca Raton, FL): Michael Bober, Ed Ventrice, Alex Santos

The Murray Group (Hunt Valley, MD): Jason Lowy, Nicholas Barbieri, Brian Doak

LongBernsteinGunderson Wealth Management (Philadelphia, New York City and Dallas): Ryan Long, Brad Bernstein, Louise Gunderson

The Capital ESOP Group (Washington, D.C.): Keith Apton, Nick Francia

OakRing Wealth Partners (Alpharetta, GA): David Saltzman, Kevin King, Kevin Haynes

This year’s Top 100 Financial Advisors, Top 100 Institutional Consulting Teams and Top 250 Private Wealth Management Teams and lists from Barron’s are compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record.

For the full list and further information, visit:
https://www.barrons.com/advisor/report/top-financial-advisors/100
https://www.barrons.com/advisor/report/top-financial-advisors/
https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth

Notes to Editors

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 6.1 trillion dollars of invested assets as per fourth quarter 2024. 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

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250515619014/en/

Media Contact:
Scott Gamm
Strategy Voice Associates
[email protected]

Source: UBS

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