UBS Advisor Jeremy Keller Named to the Forbes/SHOOK Top Next-Gen Wealth Advisors List
October 21 2021 - 12:00PM
Business Wire
UBS Wealth Management USA announced today that Jeremy Keller, a
Financial Advisor in Las Vegas, Nevada, has been named to the
Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for
2021.
“It’s great to see that Jeremy has been recognized to this
prestigious list,” said Chuck Powers, Desert Mountain Market Head
at UBS Wealth Management USA. “Jeremy goes above and beyond to
create a deep understanding of his client’s needs and helps them to
build a long-lasting legacy. We are honored to have him
distinguished for his industry leadership.”
Jeremy specializes in providing high-net-worth individuals,
families and corporate entities with financial advice including
liability management, estate planning, tax optimization and
philanthropic strategies. He and his team, the Montage Financial
Group, have a diverse team structure that helps them communicate
effectively with successful, multigenerational families. Jeremy
began his career in the height of the 2008 financial crisis and has
been with UBS since 2009. Along with this recognition, he was also
named to the Forbes/SHOOK Research Best-in-State Wealth Advisors
list for 2021.
In college, Jeremy was an Academic All American scholarship
athlete in golf while earning his Bachelor of Science degree in
both Finance and Marketing at California State University. He also
has an MBA from the University of Nevada. Jeremy and his wife have
three children and enjoys the outdoors, skiing, and golf.
The 2021 Forbes/SHOOK Research Top Next-Gen list includes 500
rising advisors who help manage over $1 trillion in client assets.
Each advisor was nominated by their firm, then vetted and ranked by
SHOOK Research.
For the full list and further information visit:
https://www.forbes.com/top-next-gen-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.
About UBS UBS provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
private clients in Switzerland. UBS is the largest truly global
wealth manager, and a leading personal and corporate bank in
Switzerland, with a large-scale and diversified global asset
manager and a focused investment bank. The bank focuses on
businesses that have a strong competitive position in their
targeted markets, are capital efficient, and have an attractive
long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
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Laura Hastings laura.hastings@ubs.com +1 212 882-5705
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