UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list

April 24, 2025 at 11:06 AM EDT

UBS Wealth Management US announced today that Michael J. Lundon, Private Wealth Advisor and Managing Director in the firm’s Naples, Florida office, has been named to the Forbes Best-In-State Wealth Advisors list for 2025.

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"We are incredibly proud to see Michael recognized by Forbes as a top advisor both nationally and here in Florida," said Joe Guccione, Market Director, UBS Florida Market. "This distinction is a well-deserved acknowledgment of his industry knowledge, guidance and continuous commitment to the affluent individuals and families he serves."

Michael has over 26 years of financial services experience and joined UBS in 1999. Together with his team, The Stephens Group at UBS, Michael provides portfolio management solutions, comprehensive financial planning and advises on estate and trust issues.

The Stephens Group at UBS has been recognized as a Forbes Best-in-State Wealth Management team for the past three consecutive years (2023-2025).

The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets. The ranking, 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 lists and further information, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/.

Notes to Editors

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