UBS today announced that 53 financial advisors in the firm’s Southeast region have been named to the Barron’s Top 1500 Financial Advisors list for 2026.

The Southeast Region is led by Regional Director Julie Fox.

“These advisors are some of the best in the business and this national recognition is a reflection of their unwavering commitment to serving clients,” Fox said. “The depth of expertise and care that they bring to each client relationship is what sets them apart. On behalf of myself and the UBS leadership team, we congratulate these advisors and look forward to continuing to help them leverage our world class wealth management platform.”

The advisors named to the list are:

South Atlantic:
Juan Sandoval
Kevin Moran
William Lovett
Bert Arrowood
Will Bragdon
Mike Lappin
Bill Smith
Scott Garnett
Townsend Quinn
Greg Cash (Greg ranked No. 1 in North Carolina)
Mitchell Wickham (Mitchell ranked No. 2 in North Carolina)
W. Clark Gallivan

Florida:
Chris Garvin
Christopher Niles
Steve Gold
Jerrey Thurston
Frank Brawley
Nick Sadowsky
Worth Boyce
Mike Bober
Ed Ventrice
Joe Matina
Jason Stephens
Manish Mehta
Thomas Mantione

Mid-Atlantic:
Bart Gibson
Mark Fendrick
Christine McGinley
Bradford Bernstein
Marc Shegoski
Robert Allred
Keith Apton
Nick Francia
Barry Haffner
Michael Greenly
Adam Lambert
William Finnerty
Jared Hendler
Gregory Marcus
Rod von Lipsey

South:
Mark King
Andy Zager
W. Austin Dodd
Laura Wellon
Harris Gignilliat
Joseph Romanchik
J. Russell Morrison
Will Mosby
Hardy Winburn
Jacque Kuchta
Stan Jacobs
Jay Williams
Charles Kirby

The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

For the full list and further information, visit: https://www.barrons.com/advisor/report/top-financial-advisors/1000

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).

© UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.

The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

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