BOSTON (BUSINESS WIRE) Apr 5, 2021
UBS Wealth Management USA announced today that five Financial Advisors in the firmâs 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)
âWe 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. âEach of them add tremendous value to our industry and continued commitment to the clients they serve each day.â
Five UBS Advisors in Greater New England Named to Forbes/SHOOK Top Women Wealth Advisors List
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Mission Wealth Names Four New Partners to Firm in 2021
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Mission Wealth is pleased to announce the addition of four new partners to the firm: Jenna Rogers, Renee Hennessee, Ryan Niedbalski, and Jeff Avila. Expanding equity ownership within the firm remains central to our team philosophy because it reflects our desire to serve the needs of our clients across future generations and is also key for employee attraction and retention. We are thrilled with the addition of these new partners to our owner group and are eager to continue the expansion of the partnership group each year.
We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come.