FLORHAM PARK, N.J., May perhaps 31, 2022–(Company WIRE)–UBS Wealth Management Usa introduced these days that David Potischman, a Money Advisor in the firm’s Florham Park, NJ office has been named to the Forbes/SHOOK list of Most effective-in-Point out Prosperity Advisors record for 2022. This is the next consecutive yr David has been named to the record.
“We’re proud to see David recognized as a Most effective-in-Point out Wealth Advisor for the next 12 months in a row,” explained John Geoghan, Market place Head for Northern New Jersey, UBS Prosperity Administration United states of america. “David’s purchasers know 1st-hand the determination, knowledge and acumen he provides to help them pursue their life’s goals.”
David leads the Potischman Wealth Administration team in supplying expenditure and financial planning to high-internet-worthy of clients, which includes multi-generational households. As a Certified Monetary PLANNER™, David gives deep awareness in important places of consumer setting up needs, together with estate, insurance plan, financial investment, retirement and tax. He is everyday living, health and fitness and extensive-term treatment coverage certified, and has attained the Portfolio Supervisor designation at UBS. David graduated with honors from Bowdoin College or university in Maine.
This year’s Forbes/SHOOK Analysis Greatest-In-Condition Prosperity Advisors record is comprised of far more than 6,500 advisors, taking care of a collective $10 trillion in client belongings. The position algorithm is centered on qualitative and quantitative criteria, which include: telephone, virtual and in-human being interviews income developed assets below management high quality of follow regulatory history and marketplace working experience.
For the full list and further facts, pay a visit to: https://www.forbes.com/greatest-in-point out-wealth-advisors.
Notes to Editors
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