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UBS Wealth Management USA announced today that five Financial Advisors in the firm’s Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
Left to right: Paula Mogan, Sandra Manzella, Camille Valentine, Jessica Guo, Jessica Anderson (Photo: Business Wire)
“We are extremely proud of these five women for representing UBS on this prestigious list, said Jim Ducey, Greater New England Market Head at UBS Wealth Management USA. “Each of them add tremendous value to our industry and continued commitment to the clients they serve each day.”
Paula Mogan has over 25 years experience in the financial services industry, all of which has been focused on helping clients achieve their personal and financial goals. Paula refers to herself as an “advocate” for each of her clients, guiding them through the financial complexities that accompany both major and minor transitions in life. Paula earned the
Three Financial Advisors join UBS in Houston
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HOUSTON, Feb. 9, 2021 /PRNewswire/ UBS Wealth Management USA announced today that three Financial Advisors have joined the firm in Houston, Texas. Joseph Zurfley will be based in the City Center office, and Dale Heysse and Jason Valentz will be based in the Sugarland office. We re committed to being the firm of choice for best-in-class advisors, and Joseph, Dale and Jason exhibit the character needed to go above and beyond for clients, said Craig Vandegrift, Managing Director and South Texas Market Head at UBS Wealth Management USA. We re excited to welcome them to the team and see what accomplishments they ll achieve during their time at UBS.