UBS Advisor Melissa Mirabile Named to Working Mother’s Top Wealth Advisor Moms List
November 10 2020 - 10:00AM
Business Wire
Recognition of an exceptional career in Financial
Services
UBS announced today that Melissa Mirabile, a Financial Advisor
in the firm’s Hartford, Connecticut (CT) office has been named to
Working Mother and SHOOK Research’s list of Top Wealth Advisor Moms
for 2020.
“We are incredibly proud of Melissa and her dedication to her
clients, the firm, and her family” said William A. Cholawa, Central
New England / New York State Market Head at UBS Wealth Management
USA. “Melissa is an exceptional leader and a great role model for
others across the industry.”
Melissa manages the wealth of high net worth individuals and
institutions, with a focus on long term planning strategies and
risk management. She has been a Financial Advisor for 27 years, and
is known for integrating a high level of personalized advice and
portfolio construction, as well as collaborating with her clients’
tax and legal advisors to provide holistic planning solutions.
This is the third year Melissa has been recognized by Working
Mother Magazine, and her first year named to the Forbes/SHOOK Top
Women Advisors list for 2020. She has earned the Chartered
Retirement Plan Specialist (CRPS®) designation, and is an active
member of her community including numerous philanthropic
organizations. As a successful working mother, Melissa is excited
to have her son join her team this year and continue their family’s
legacy in the industry.
Working Mother and SHOOK Research considered women advisors with
a child 21 or younger still living at home. Ranking algorithm is
based on qualitative measures derived from telephone and in-person
interviews and surveys, and quantitative criteria, such as assets
under management and revenue generated for their firms.
For the full list and further information visit:
https://www.workingmother.com/top-wealth-advisor-moms-2020.
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 Services 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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