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

View source version on businesswire.com: https://www.businesswire.com/news/home/20260330703619/en/

Media Contact:

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

https://www.ubs.com

53 UBS financial advisors in the Southeast Region named to the Barron's Top 1500 Financial Advisors list