HOUSTON, September 23, 2021–(BUSINESS WIRE)–UBS Wealth Management USA announced today that Brian Truscott, a Financial Advisor in Houston, TX, has been named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021.
“Brian is a talented and dedicated advisor that represents the best of UBS,” said Craig Vandegrift, South-Texas Market Head at UBS Wealth Management USA. “Brian brings his expertise and hard work to each of his clients to provide exceptional client care. We congratulate him on this impressive achievement.”
Brian provides investment advice and guidance to a select group of families, business owners, retirees, and corporate executives in the Houston area and throughout the country. He is a graduate of Northwestern University in Evanston, IL and holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning CounselorSM and the Chartered Financial Consultant® designation.
Brian is an avid sports fan and enjoys playing both golf and racquetball. Brian is an active volunteer teaching financial literacy through Junior Achievement at local high schools. He also previously served on the board of the Northwestern Alumni Association Club of Houston. Brian, his wife, and their two daughters live in League City.
The 2021 Forbes/SHOOK Research Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research.
For the full list and further information visit: https://www.forbes.com/top-next-gen-advisors/#20eef8716df0
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2021. 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.
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