KNOXVILLE, TN–(BUSINESS WIRE)–Sept. 21, 2022–
UBS Wealth Management USA today announced that Daniel P. Green, a financial advisor in the firm’s Knoxville office, has been named to the Forbes/SHOOK Research Top Next-Gen Wealth Advisors list for 2022.
“I am proud to see Daniel receive this recognition for his leadership and dedication to clients,” said Chris Cannon, Knoxville Branch Manager at UBS Wealth Management USA. “Training the next generation of advisors is of the utmost importance to us, and we look forward to supporting Daniel and his team as they continue to develop their careers at UBS.”
Daniel joined The Green Odom Group as a partner in 2013. Prior to joining UBS, he worked for Lord Abbett’s Private Wealth Group in New York. As a Certified Exit Planning Counselor (CEPA), Daniel is focused on helping business owners achieve and maintain top results. His approach centers on aligning business owners’ personal wealth with the company’s financial goals, while seeking to minimize risk and maximize value. Daniel received his bachelor’s degree from the University of Tennessee.
The 2022 Forbes/SHOOK Research Top Next-Gen Wealth Advisors list includes 1,000 aspiring advisors, all born in 1983 or later. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue generated and assets under management.
For the full list and more information, visit: https://www.forbes.com/top-next-gen-advisors.
Notes to Editors
UBS brings together the global investment ecosystem, where people and ideas are connected and opportunities are realized, and provides advice and financial solutions to high net worth, institutional and corporate clients worldwide, as well as private clients in Swiss. UBS offers investment solutions, products and thought leadership, is the world’s leading wealth manager, provides diversified and large-scale asset management, focused investment banking capabilities and retail banking services and to businesses in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient, and have attractive long-term structural growth or profitability prospects.
UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay any fees for these ratings, UBS may engage RJ Shook as a speaker at events. Past performance is not indicative of future results.
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Copyright BusinessWire 2022.
PUBLISHED: 09/21/2022 12:26 PM / DISK: 09/21/2022 12:26 PM
Copyright BusinessWire 2022.