UBS Advisor Team FTB Financial Services Named #3 in Ohio on the Forbes Best-In-State Wealth Management Teams List

February 08, 2023 at 11:00 AM EST

UBS Wealth Management USA announced today that FTB Financial Services, an advisor team in the firm’s Kenwood, OH office has been named to the Forbes Best-In-State Wealth Management Teams list for 2023, ranking #3 in Ohio. The team was also ranked #76 nationally on the Forbes Top Wealth Management Teams list in the High Net Worth category, published in November 2022.

“The FTB Financial Services team exemplifies the highest standards of professionalism and quality, and I am proud to see them recognized as one of the top three teams in Ohio.” said Jan Wolter, Market Director at UBS Kenwood Office. “Together, they have built lasting relationships with their clients by providing the highest level of expert financial advice and world-class service.”

Lead by Financial Advisor Bill McCarthy, CFP^®, FTB Financial Services focuses on providing comprehensive wealth management services for current and former Procter & Gamble families. The 31-person team manages $3 Billion in investable assets for clients, whose net worth ranges from $1M - $100M+.

The inaugural Forbes Best-in-State Wealth Management Teams list features 2,800 teams, including 120 in Ohio. The list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.

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

Notes to Editors

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