UBS Advisor Greg Mendoza Named to the Financial Times 401 Top Retirement Plan Advisors List
November 09 2020 - 10:00AM
Business Wire
Recognition of an exceptional career in Financial
Services
UBS announced today that Greg Mendoza, a Financial Advisor in
the firm’s Hartford, Connecticut (CT) office has been named to the
Financial Times (FT) 401 Top Retirement Plan Advisors list for
2020.
With 20 years of wealth management and consulting experience,
Greg focuses on serving the investment and planning needs of
individuals, privately held companies, and retirement plans
sponsors. He heads the Integrated Wealth Management Group’s
retirement plan practice, possesses the Chartered Retirement Plans
Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®)
designations, and assists organizations in evaluating and
maintaining suitable retirement plans.
“Greg frequently presents on best practices and minimizing
fiduciary risk. He applies financial, goals-based analysis to
fulfill client needs involving education funding, retirement and
estate planning,” said William A. Cholowa, Central New England /
New York State Market Head at UBS Wealth Management USA. “We are
extremely proud of Greg’s well-deserved recognition and it’s an
absolute pleasure to have him on our team.”
In the past, Greg has been nationally recognized as one of
PLANADVISER/PLANSPONSOR’s Top 100 Retirement Plan Advisers (2010)
and Most Successful Retirement Plan Advisers (2008). In 2015, 2018
and 2019 he was named a 401 Top Retirement Plan Advisor by the
Financial Times. Greg attended Western New England College and
obtained a Bachelor’s of Science in Biology/Chemistry. He and his
family reside in West Hartford, CT.
The Financial Times Top 401 Retirement Plan Advisors ranking
aims to provide a list of elite professionals who specialize in
advising US employers on their defined contribution plans. The
advisors were assessed using quantifiable data, and were required
to have at least 20% of client assets in defined contribution
plans.
For the full list and further information visit:
https://www.ft.com/reports/top-401-advisers.
Notes to Editors
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.
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Media Contact: Laura Hastings laura.hastings@ubs.com +1
212 882-5705 https://www.ubs.com
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