FORT LAUDERDALE, Fla., Nov. 1, 2021 /PRNewswire/ — UBS Wealth Management USA announced today that two Financial Advisors in South Florida, Megan MacGowan and James (“Trey”) Mahoney III, have been named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2021.
“It’s great to see that Megan and Trey have been named to this prestigious list,” said Robert Covino, South Florida Market Head at UBS Wealth Management USA. “Their expert industry insights, tireless work ethic, and long-standing commitment to their clients is what makes them stand out as advisors, and we are honored to have them distinguished for their industry leadership.”
Megan MacGowan, CFA®, CFP®, CMFC, is a Financial Advisor based in Ft. Lauderdale. She has more than 15 years of comprehensive multigenerational, retirement and education planning experience. Megan is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Mutual Fund Counselor (CMFC). She earned a B.S. and M.B.A. in financial valuation and investment management from Lynn University.
Trey Mahoney III is a Managing Director and Financial Advisor based in Palm Springs Gardens. He has more than nine years of portfolio management experience serving high-net-worth individuals and families. Trey earned a B.S. and M.B.A. in Business Administration and Management from Appalachian State University.
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.
Notes to Editors
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.
SOURCE UBS Financial Services Inc.