UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

January 24, 2025 at 14:16 PM EST

UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team was ranked No. 6 in the state of Florida.

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Jason Stephens and Michael Lundon (Photo: Business Wire)

The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion. The Forbes ranking was developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due-diligence interviews, and quantitative data.

“We’re honored once again to see Jason, Michael, and the entire Stephens Group team recognized among the industry’s most talented financial services professionals, and we congratulate them on this terrific achievement,” said Lane Strumlauf, Florida Market Executive, UBS Wealth Management USA. “While many of our advisors have consistently earned individual industry recognitions for wealth management expertise over the last decade, it is especially rewarding to have entire teams acknowledged for their collective commitment and excellence in serving high-net-worth executives, entrepreneurs, families, corporations, and institutions throughout Florida.”

The Forbes-SHOOK Best-In-State Wealth Management Teams ranking builds on a long series of industry accolades for The Stephens Group. Jason Stephens previously has been named to the Forbes Best-In-State Wealth Advisors list (2018-2024), the Forbes America's Top Wealth Advisors list (2017-2024), and the Barron's Top 1,200 Financial Advisors list (2014-2024).

For the full list and further information, visit https://www.forbes.com/lists/wealth-management-teams-best-in-state.

Notes to Editors

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