UBS Financial Services announced that Jonathan P. Murray and Edward W. “Ted” Smith were named to the 2016 Financial Times Top 400 Advisers List. The list recognizes top financial advisers at traditional broker-dealer firms from across the U.S.
Murray, the managing director of The Murray Group – UBS Financial Services Inc., is a top financial manager and wealth management specialist for UBS Financial Services in Hunt Valley. Murray currently manages a team of nine UBS employees and nearly $1 billion in client assets. His practice, The Murray Group, currently serves more than 700 families and works with endowments and businesses to help them achieve their wealth-management goals. Since 1999, Murray has served as that voice for the Baltimore community in his role as daily financial analyst on WBAL Radio. Murray’s success lies in his 30 years of experience in bull and bear markets as well as his holistic and steady approach to wealth management.
For more over 20 years, Smith, a senior vice president of The Ted Smith Group – UBS Financial Services Inc., has been helping clients and their families address the wealth planning challenges they face, from retirement and family wealth stewardship to estate and tax management. Smith’s approach is straightforward, asking questions to understand exactly what clients need and when. He helps them to set priorities to simplify their strategy and creates plans to help clients effectively pursue their goals.