BELLEVUE, Wash.--(BUSINESS WIRE)--
UBS Financial Services Inc. announced today that two members of its Bellevue, WA Private Wealth Management branch The Cascade Group, have received recognition in two industry lists created by Forbes and SHOOK research.
Terry Cook, Managing Director and Private Wealth Advisor has been named to Forbes 2018's Best-In-State Wealth Advisors list, as the #1 ranked advisor in Washington State. This is the third year that Terry has been named to the list in this position. In addition, Terry's partner Kyle Caouette, Senior Vice President and Private Wealth Advisor, has been named to Forbes' 2018 Top Next-Generation Wealth Advisors list, and is the highest ranked advisor on the list in Washington State. This is the second year that Kyle has been named to the list.
Both lists, created in partnership with SHOOK Research take into account both qualitative and quantitative data. Advisors considered 'Best-in-State' needed a minimum of seven years' experience, and the final ranking was based on quantitative data, as well as an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews. Advisors considered to be 'Top Next-Generation' were nominated by their respective firm, then vetted and ranked by SHOOK Research using similar criteria, also considering assets under management and industry experience.
Over the last 25 years, The Cascade Group has served the needs of private business owners, by helping them plan for life-changing liquidity events. The team has developed a consultative process centered on the unique needs of the business owner and has helped guide nearly 40 client families through external sales and inter-generational transitions.
“I am pleased that both Terry and Kyle of The Cascade Group have received this recognition,” said John Mathews, Head of Private Wealth Management and Ultra High Net Worth Americas at UBS Global Wealth Management. "Having both advisors ranked at the top for Washington State recognizes the branch's dedication, accomplishment and expertise in delivering exception advice to clients.”
The Forbes' rankings are below:
- Best-in-State Wealth Advisors, #1 in Washington State: UBS Private Wealth Advisor,
- Top Next-Generation Wealth Advisors: UBS Private Wealth Advisor,
Notes to Editors
Methodology
This year's Forbes' Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
The Forbes' 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
© UBS 2018. All rights reserved.
The key symbol and UBS are among
the registered and unregistered trademarks of UBS.
View source version on businesswire.com:
