UBS Advisor Daniel Green Ranked #2 Next-Gen Wealth Advisor in Tennessee by Forbes

UBS Global Wealth Management US announced that Daniel P. Green, a financial advisor in Knoxville, Tennessee, has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025, ranking #2 in Tennessee. Green has been with UBS since 2013 and has built a process that serves families of entrepreneurs, executives, and business leaders. This is the sixth consecutive year he has been named to the Next-Gen Advisors Best-in-State list.

KNOXVILLE, Tenn. — UBS Global Wealth Management US has announced that Daniel P. Green, a financial advisor in Knoxville, Tennessee, has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025, ranking #2 in Tennessee. This recognition is the sixth consecutive year that Green has been honored on the list.

Green has been with UBS since 2013, during which time he has built a process that uniquely serves families of entrepreneurs, executives, and business leaders. His expertise encompasses investments, retirement planning, tax strategies, and estate planning. Green’s passion for wealth management stems from his upbringing in a family business environment, which has given him a unique perspective on balancing business and family wealth.

Daniel and his team, known as The Green Group, focus on guiding families through their financial journeys, particularly those navigating growth, transition, and legacy planning. This multigenerational approach is reflected in his commitment to building the next generation of advisors to serve families effectively.

Green holds a bachelor’s degree in finance from the University of Tennessee and is a Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. His recognition on the Forbes Best-in-State Wealth Advisors list spans from 2021 to 2025, underscoring his consistent excellence in the field.

The Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State list highlights emerging professionals born in 1986 or later. The ranking is based on an algorithm that considers qualitative and quantitative measures, including interviews, compliance records, and revenue generated.

For the full list and further information, visit [Forbes Top Next-Gen Wealth Advisors](https://www.forbes.com/lists/best-in-state-next-gen-advisors/).

References:
[1] https://www.stocktitan.net/news/UBS/ubs-advisor-daniel-green-named-to-the-forbes-top-next-gen-wealth-8oyxivznn1e7.html