UBS Advisor Stephen W. Davis names to Forbes/SHOOK Best-In-State Wealth Advisors List
November 09 2020 - 1:00PM
Business Wire
Recognition of an exceptional career in the wealth management
industry
UBS Wealth Management USA is proud to announce that Stephen W.
Davis, a Financial Advisor in the firm’s Westlake Village,
California (CA) office, has been named to the 2020 Forbes/SHOOK
Best-In-State Wealth Advisors list. This is the third consecutive
year that Stephen has been named to the list.
Stephen has over 27 years of experience in the industry and is
the founder of The Davis Group, a team within the Wealth Management
division of UBS. The team of five financial professionals provides
holistic Wealth Management for individuals, business owners,
entrepreneurs, multi-generational families, and retirees.
“This award underscores Stephen's commitment to deliver a best
in class wealth management experience,” said Louis G. Skertich,
Branch Manager of the UBS Westlake Village office. “His client
advocacy and disciplined approach set him head and shoulders above
the rest. We are proud of his achievements and grateful to have him
in our office.”
Stephen holds a Bachelor’s degree in Business Economics with a
major in Business Management. For the past 20 years, he has been
committed to improving the lives of children in need and is
currently on the Board of Directors for the Boys and Girls Club of
the Greater Conejo Valley. Stephen is also on the Alumni Board of
University of California at Santa Barbara (UCSB) and generously
contributes to his local schools. In his free time, Stephen enjoys
spending time with his wife and three children, as well as being
active in a variety of sports.
The Forbes/SHOOK Research Best-In-State list is comprised of
over 4,000 Advisors across the country. The ranking algorithm is
based on qualitative and quantitative measures including, phone and
in-person interviews, compliance records, and revenue generated for
their firms.
For the full list and further information visit:
https://www.forbes.com/best-in-state-wealth-advisors.
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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