UBS today announced that 65 financial advisors in the firm’s Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Among those recognized, UBS advisor Christopher Aitken was named #1 in the Jacksonville area, and Naples-based advisors Joe Matina and Jason Stephens were recognized in the top 250 advisors nationally by Forbes.
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“We are incredibly proud to see so many of our talented advisors recognized on the Forbes Best-in-State Wealth Advisors list for 2025,” said Lane Strumlauf, Florida Market Executive at UBS. “This achievement underscores their unwavering commitment to excellence and dedication to our clients' financial success. Congratulations to all our advisors for this well-deserved honor.”
The UBS advisors named to the list are:
Aventura Worth Boyce – PWM Seth Ripple Nick Sadowsky – PWM
Boca Raton Meryll Bangsil Michael Bober – PWM Jake Bryant Brian Buetel Cameron Buetel Alex Santos Mark Smith Eddie Ventrice – PWM
Clearwater Dale Emerick John Petika John Petika Jr.
Coral Gables Stephen Schaefer – PWM
Ft Myers David McQuade
Ft. Lauderdale Hiromi Hanamura Chris Garvin Megan MacGowan Jim Perez Mark Swenson Christopher Niles
Gainesville Mike Carr Ruth Kirk |
Melbourne Todd Starkey
Miami Manuel Coroalles Steve Gold Kate Reilley Pam Segal Rhodes Federico Sanchez David Warren – PWM
Naples Terry Dean Doug DiGiorno Michael Lundon – PWM Nicholas Maurillo – PWM Joseph Matina – PWM Christopher McKenna – PWM Michael Rhodes – PWM Jason Stephens – PWM
Orlando Ashley Laubach Manish Mehta – PWM PJ Mehta Heather Mount Jerrey Thurston
Palm Beach John Castronuovo – PWM Chris Damante Robert DeForest – PWM Brian Lowenthal – PWM Andrew Plum Kristen Scarpa Bissett – PWM
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Palm Beach Gardens Peter Foley Trey Mahoney Tom Smith
Ponte Vedra Christopher Aitken – PWM
Sarasota Brian Mariash – PWM Jose Rivera
St. Petersburg John Posey Chris Taylor
Tampa Frank Brawley Paul Dolcimascolo – PWM Brian Gray – PWM Brian Robinson
Vero Beach Tom Mantione – PWM
Winter Haven Eric Johnson Conley Thornhill |
The advisors highlighted on the seventh annual Forbes Best-In-State Advisors ranking oversee a collective $16.7 trillion in assets. The 2025 Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.
For the full list and further information, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. 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. For press use only.
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Contacts
Media Contact:
Christina Aquilina
christina.aquilina@ubs.com
https://www.ubs.com
