HOUSTON, Sept. 9, 2022 /PRNewswire/ — UBS Wealth Management USA today announced that Financial Advisors Amanda Evans, Caleb Kocian and Kelsey Shive in the firm’s greater Houston market, have been named among the Forbes/SHOOK Research Top Next-Gen Wealth Advisors for 2022. Amanda is based in the firm’s City Centre branch, Caleb is based in River Oaks, and Kelsey is based in The Woodlands.
“Congratulations to Amanda, Caleb and Kelsey on this well-deserved recognition,” said Craig Vandegrift, Managing Director and South Texas-Market Head at UBS Wealth Management USA. “Their expertise, dedication and passion to serving their clients are exemplary, and they represent the future of wealth management at UBS.”
Amanda is part of the Attigo Wealth Advisors team. She is a Certified Financial Planner™ and also holds a Certified Exit Planning Advisor designation for advising business owner clients. Prior to joining UBS in 2015, Amanda was a Private Advisor with BB&T Wealth.
Caleb is part of the Trahan Financial Group team. As a designated Certified Financial Planner™ and Accredited Wealth Management AdvisorSM, he provides financial planning, estate planning, and diversification strategies for concentrated stock positions to large public companies and their executives.
Kelsey is part of the Babendure & Shive Wealth Management team. She focuses on providing comprehensive financial plans and investment strategies to help her clients reach their financial goals. Kelsey joined UBS in July 2015. She holds her Certified Financial Planner™ certification, the Accredited Wealth Management Advisor designation and is licensed to offer insurance products.
The 2022 Forbes/SHOOK Research Top Next-Gen list includes 1,000 rising advisors all born in 1983 or later. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
For the full list and further information visit: https://www.forbes.com/top-next-gen-advisors.
Notes to Editors
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 29% in Switzerland, 20% 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).
© UBS 2022. 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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SOURCE UBS Global Wealth Management