Three UBS Advisors From San Diego Market Named to Forbes/SHOOK Top Next-Generation Wealth Advisors List

UBS is proud to announce that three San Diego-based financial advisors have made the 2020 Forbes/SHOOK Top Next-Gen Wealth Advisors list: Kalyn Maher Walker of the Carmel Valley branch, Earl B. (Bryan) Thompson III of the downtown San Diego branch, and Alex Howell of the La Jolla branch. The 2020 Top Next-Gen list recognizes 500 rising advisors who collectively help manage over $1 trillion in client assets.

Walker ranked within the top 100 of this year’s list and has been ranked previously in this and several other lists recognizing talented young advisors. Both Thompson and Howell were listed in the Forbes 2018 and 2019 listings of Best-in-State Next-Generation Wealth Advisors.

“It is truly inspiring how diligent these younger advisors are in caring for their clients, many of whom are decades older than they,” said Chris Marsh, Managing Director and UBS San Diego Market Head.

“As future industry leaders, Kalyn, Bryan and Alex have all appeared on rising star lists several times before and the consistency with which they nurture relationships sets an excellent example for those who work with them and for younger people entering the profession. We are exceedingly proud of them and of their teams,” he added.

All advisors under consideration were nominated by their firms, then vetted and ranked by SHOOK Research. The final list chosen is based on an algorithm of qualitative and quantitative criteria, including: In-person interviews; industry experience; compliance records; revenue produced; and assets under management.

For the full list and further information visit: https://www.forbes.com/top-next-gen-advisors.

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 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

View source version on businesswire.com: https://www.businesswire.com/news/home/20200804005291/en/