UBS Advisors in Southeast Region Named to Forbes America’s Top Next-Gen Wealth Advisors List

Six UBS advisors in the Southeast region have been named to the Forbes America's Top Next-Gen Wealth Advisors list. The advisors, led by Regional Director Julie Fox, were chosen based on qualitative and quantitative criteria, including phone and in-person interviews, compliance records, and revenue. The list includes Worth Boyce, James "Trey" Mahoney, Nick Francia, Kayvon Sarmadi, W. Austin Dodd, and Daniel Emerson.

Six advisors from UBS's Southeast Wealth Management Region have been recognized for their exceptional performance and have been named to the 2025 Forbes America’s Top Next-Gen Wealth Advisors list. The list, which includes 100 professionals managing around $256 billion in assets, was compiled based on qualitative and quantitative criteria, including phone and in-person interviews, compliance records, and revenue [1].

The Southeast Region, led by Regional Director Julie Fox, is proud to have advisors such as Worth Boyce from Hallandale Beach, FL; James “Trey” Mahoney from Palm Beach Gardens, FL; Nick Francia from Washington, D.C.; Kayvon Sarmadi from Atlanta; W. Austin Dodd from Atlanta; and Daniel Emerson from Atlanta. These advisors have demonstrated their ability to serve clients and their families, particularly those seeking advice on managing wealth across different generations [1].

Fox expressed her satisfaction with the recognition, stating, "These advisors represent the future of our firm and it is extremely gratifying to see them recognized on a national level. The needs of our clients are becoming more complex, particularly for families looking for advice on how to manage wealth across different generations, and these advisors could not be better equipped to serve our clients and their families. On behalf of myself and the UBS leadership team, we applaud our colleagues for this industry recognition" [1].

The Forbes/SHOOK America’s Top Next-Gen Advisors list is a prestigious recognition that highlights the advisors' expertise and dedication to their clients. UBS continues to be a leading global wealth manager, providing personalized advice and solutions to help clients achieve their financial goals.

References:
[1] https://www.morningstar.com/news/business-wire/20250826393863/six-ubs-advisors-in-the-southeast-region-named-to-the-forbes-americas-top-next-gen-wealth-advisors-list
[2] https://www.marketbeat.com/instant-alerts/ssc-technologies-nasdaqssnc-given-new-11000-price-target-at-ubs-group-2025-08-22/
[3] https://www.businesswire.com/news/home/20250826393863/en/Six-UBS-Advisors-in-the-Southeast-Region-Named-to-the-Forbes-Americas-Top-Next-Gen-Wealth-Advisors-List