Fifteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List
UBS Wealth Management US announced today that 15 of its financial advisors based in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Nine of the advisors are in Phoenix; five are in Scottsdale, and one is in Tucson.
Of the advisors, Steven Schultz, with Schultz Group in Phoenix, has also been named to the Forbes America's Top 250 Wealth Advisors list, ranking as the #1 advisor in Arizona by Forbes.
"I am proud to see these talented advisors recognized for their commitment to their clients and to providing personalized wealth management advice," says Ryan Lurie, Market Director at UBS Wealth Management USA, who leads UBS's Arizona offices. "Our advisors are dedicated to helping clients achieve their financial goals by providing comprehensive, tailored wealth management services. Congratulations to each of them on this tremendous achievement."
The UBS advisors in Arizona named to the list are:
Phoenix:
Tony Bebbington
Brad Howell
Justin Low
T. Ryan Moore
Larry Fann
Steven Schultz
Stockton Schultz
Scott MacDonald
Jeff Wasson
Scottsdale:
Susan Bailey
Kirk Johnson
Jennifer Loson Lucovich
Jennifer Pope
Richard Schneider
Tucson:
Aaron Rottenstein
The 2025 Forbes America's Top 250 and Best-In-State Wealth Advisors collectively oversee $16.7 trillion in assets. The rankings, compiled by SHOOK Research, use a combination of quantitative metrics and qualitative insights, including in-depth interviews with firm-nominated candidates. For the full lists and methodologies, visit: www.forbes.com/lists/best-in-state-wealth-advisors and www.forbes.com/lists/top-wealth-advisors.
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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