UBS has announced that two Financial Advisors from UBS’s Central Texas Market, Jan Pickle of Austin and Carol Mani Johnston of San Antonio, have been named to the Forbes/SHOOK List of Top Women Wealth Advisors for 2020.
The ranking is based on an algorithm of qualitative data, such as telephone and in-person interviews, service and investing models. Quantitative data, like revenue trends and assets under management were taken into consideration as well. All advisors also have a minimum of seven years’ experience and have been with the firm for a minimum of one year. Out of 32,000 nominations received, only 1,000 advisors made the list and manage a combined nearly $920 billion in client assets.
“We’re proud of our advisor’s commitments to keeping clients informed and to showcase to their peers what it means to be a best-in-class UBS advisor,” said Sam Parker, Managing Director and Central-Texas Market Head for UBS. “We applaud these extraordinary advisors for their continual recognition of their exceptional dedication to their clients and this firm.”
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