Two UBS advisors in Central Texas Named to Forbes/SHOOK Top Women Wealth Advisors List

This post was originally published on this site

AUSTIN, Texas, March 26, 2021 /PRNewswire/ — UBS Wealth Management USA announced today that two Financial Advisors in the firm’s Central Texas Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. The advisors are Melissa Whitaker, based in Austin, and Carol Mani Johnston, based in San Antonio.

UBS Logo (PRNewsfoto/UBS Global Wealth Management)

“We’re proud to see Melissa and Carol recognized for their dedication to clients,” said Sam Parker, Central Texas Complex Director at UBS Wealth Management USA. “They lead the way by offering their clients exceptional service, quality advice and consistent access to UBS’s global resources to help them achieve their goals.”

Carol has over 40 years of experience in the financial services industry, and is often recognized for her dedication to clients, having been named to the Forbes/SHOOK Best-in-State Wealth Advisors list for the last three years, and Barron’s Top Women Advisors list from 2011-2014. She graduated from Southern Methodist University with a Bachelor’s in Ibero-American studies and mathematics, and serves on a number of different charitable boards, including an eight-year term for the Ronald McDonald House Charities.

Melissa began her career at UBS 24 years ago and has been a Financial Advisor since 2007. She is actively involved in investment management and client presentations, efficiently responding to our clients’ concerns and needs. Melissa graduated from The University of Texas where she was a member of the women’s track team.

This year’s Top Women Wealth Advisors list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.

For the full list and further information visit:

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’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the 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, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact:
Kaitlin Ross
Pierpont Communications

© UBS 2021. 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.


View original content to download multimedia:

SOURCE UBS Global Wealth Management

Related Posts