DALLAS–(BUSINESS WIRE)–UBS Wealth Management USA announced today that Highbridge Wealth Management, an advisor team in the firm’s Plano, Texas office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023.
“This recognition underscores the team’s commitment to providing clients with a personalized, best-in-class wealth management experience,” said Tommy Stacy, Texas Market Executive at UBS Wealth Management USA. “The Highbridge Wealth Management team is dedicated to client advocacy and a disciplined investment approach, and I’m proud to see them receive this prestigious award.”
Founded with a focus on individual wealth management, Highbridge Wealth Management has grown into a multi-generational team and includes Financial Advisors Mark Kever, Shawn Nicholas, Mark Hagan, Megan Portacci and Byron Brooks.
Mark Kever and Shawn Nicholas have previously appeared on top industry recognition lists including the Forbes Best-in-State Wealth Advisors (2019 – 2022), Financial Times Top 400 Financial Advisers (2014), and Barron’s Top 1,200 Financial Advisors (2014 – 2019).
The inaugural Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 2,800 teams with cumulative assets of roughly $4 trillion. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative criteria, including telephone, virtual and in-person interviews.
For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/
Notes to Editors
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