Jason Stephens, Managing Director of The Stephens Group, a UBS Private Wealth Management branch in Florida, has been named to Forbes list of Top Wealth Advisors for 2018.
The Forbes Top Wealth Advisors ranking is comprised of the countrys top 250 star advisors who manage over $733 billion in client assets. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. Of the more than 25,000 nominations Forbes/SHOOK received, they proceeded with only 1,500 in-person interviews, and ultimately narrowed the list to the top 250 advisors based on industry experience, compliance records, revenue produced and assets under management. Jason is one of fifteen advisors on the list in the state of Florida.
The Forbes ranking is one of a growing list of achievements for Jason, including being ranked by Barrons magazine as a top 1000 advisor in the US for 2013-2018, Financial Times Top 400 advisor in America for 2016 and On Wall Street’s Top 40 under 40 advisor in America for 2015.
Jason gives back to the local community of Southwest Florida through many charitable endeavors and is the Chairman for the Southwest Florida Heart Ball 2019, as well as Vice President of Southwest Florida’s Children’s Charities, which has raised over $25 million for the Children of Southwest Florida since its inception 10 years ago.
My sole mission over the past 20 years has been to help my clients grow, preserve, and enjoy the money that they worked so hard to build said Jason.
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For the full list of Forbes Top Wealth Advisors, click here.
Notes to Editors
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.
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