Eleven financial advisers in the Baltimore and Hunt Valley offices of UBS Wealth Management USA were named to the Forbes/SHOOK Research Best-in-State-Wealth Advisors list for 2021. Named to the list from the Baltimore office were Bart Gibson, Dale Horn, Frank Cannon, Kyle Harris, Phillip Toohey and Sean Hagerty. Named from the Hunt Valley office were Brian Doak, Jason Lowy, Jonathan Murray, Michele Burch-Lippincott and Russell Weber.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of more than 5,000 advisers across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.