UBS Financial Advisor Stockton Schultz named to Financial Planning 2024 Top 40 Under 40
07 May 2024 - 5:28AM
Business Wire
UBS Wealth Management USA announced today that Stockton Schultz,
a financial advisor based in the firm’s Phoenix office, has been
named to the Financial Planning Top 40 Brokers Under 40 list for
2024. In addition, Stockton has also earned the Athletes and
Entertainers Consultant (“AEC”) designation at UBS.
“Stockton is driven, smart, and a leader of one of the most
successful advisor teams in Arizona, which has been growing through
referrals and by providing financial guidance to high-net-worth
families,” says Shawn Bernhard, UBS Market Director for Arizona.
“We’re incredibly proud to see Stockton recognized for his
dedication to clients and deep commitment to providing exceptional
advice and guidance to athlete and entertainer clients to help them
achieve their goals on and off the field.”
Drawing on over 15 years of wealth management experience,
Stockton Schultz, who was recently promoted to Managing Director at
UBS, advises clients through complex market cycles and pivotal life
stages. He employs a comprehensive approach to managing wealth that
begins with listening to a client's unique needs to help ensure
every strategy is grounded in an understanding of what each client
wants to achieve.
As an Athletes and Entertainers Consultant (AEC) at UBS,
Stockton is accredited to deliver advice and guidance from UBS to
athletes and entertainers, agents, managers, executives, and
owners. These advisors are dedicated to helping this unique
clientele at all life stages, from the beginning of their careers
through retirement, to plan for the big picture and avoid common
missteps, so they can pursue what matters most today, tomorrow, and
for generations to come.
UBS advisors with the AEC designation meet specific requirements
including depth of experience advising clients in the sports and
entertainment industries, a commitment to serve the athlete or
entertainer in a way that meets him or her “where they are,” as
well as an extensive training program that covers everything from
atypical income streams to customized financial planning.
In addition to being named a Top 40 under 40 Broker by Financial
Planning, Stockton has also been named to several other industry
accolade lists over the years, including the Forbes Best-in-State
Wealth Advisors list (2021-2024), the Forbes Best-in-State Wealth
Management Teams list (2023-2024; #1 in Arizona 2024), Forbes
America’s Top Next-Gen Wealth Advisors Best-in-State list
(2018-2019, 2022-2023), the Barron’s Top 1,200 Financial Advisors
list (2021), and more.
The 2024 Financial Planning Magazine Top 40 Brokers Under 40
list recognizes the industry's top-producing young financial
advisors at wirehouses and regional firms. On a combined basis, the
Top 40 Brokers Under 40 generate nearly $207 million in annual
revenue and oversee more than $53 billion in client assets. The
rating is based on quantitative information submitted by advisors
and their firms from a 12-month period ending in September of the
prior year, including assets under management (AUM), trailing-12
production, and the advisor’s age.
For more information and to view the full list, please visit:
https://www.financial-planning.com/list/top-40-brokers-under-40-in-2024
Notes to Editors: Photos available upon request
About UBS
UBS is a leading and truly global wealth manager and the leading
universal bank in Switzerland. It also provides diversified asset
management solutions and focused investment banking capabilities.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. UBS helps
clients achieve their financial goals through personalized advice,
solutions and products. Headquartered in Zurich, Switzerland, the
firm is operating in more than 50 markets around the globe. UBS
Group shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2024. 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. For press use only.
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Media Contact: Beth Walsh 858-254-2845
beth@clearpointagency.com
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