UBS International announced last week that Jessica Guo, Managing Director, Wealth Management at The Guo Group in Wellesley has been named to Forbes/SHOOK list of Best-In-State list Wealth Advisors, listed on www.Forbes.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practice and approach to working with clients.
We are very proud that Jessica has earned this ranking of being named one of the top performing advisors in Massachusetts,” commented James Ducey, Greater Boston Market Head at UBS Financial Services Inc. “This year’s Best-In-State ranking received 25,000 nominations and out of the 2,000 advisors selected, only 135 were selected from Massachusetts. This award is well deserved and is a testament to her professionalism and dedication to the needs of her valued clients.”
For the full list and more, please visit: https://www.forbes.com/best-in-state-wealth-advisors/#2c53b17291d1
Notes to Editors
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