NAPLES, Fla.--(BUSINESS WIRE)--
Jason E. Stephens, CFP ®, Managing Director and co-founder of The Stephens Group at UBS Private Wealth Management, has been named #4 in South Florida on the 2019 Forbes/SHOOK Best-in-State Wealth Advisors list.
This year's Forbes/SHOOK Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Each advisor, selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria including in-person interviews, industry experience, compliance records and assets under management.
Stephens is dedicated to serving the specialized needs of a limited number of affluent investors to ensure the highest level of attention and responsiveness. By working with a group of highly trained consultants and specialists local to Southwest Florida and worldwide, he delivers customized solutions that address the full spectrum of wealth management needs. These needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies. Stephens has earned the designation of Private Wealth Advisor, a distinction leveed to less than 1% of UBS advisors across the globe. He frequently speaks on topics such as tax planning strategies, investing for income and other concerns for today’s active retiree.
"My sole mission over the past 20 years is to help clients build the architecture to support how they want their retirement life to look. We look to help clients grow, preserve, and enjoy the money that they worked so hard to build," said Stephens.
He gives back to the local community of Southwest Florida through many charitable endeavors, including in his role as Vice President and Trustee of Southwest Florida's Children, which has raised over $27 million for the Children of Southwest Florida since inception, 11 years ago.
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Notes to Editors
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 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Accolades can be based on a variety of criteria, including length of service, compliance records, client satisfaction, assets under management, revenue, type of clientele and more. For more information on a particular rating, please visit .
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