WESTLAKE VILLAGE, Calif.–(BUSINESS WIRE)–UBS Wealth Management USA announced today that Stephen W. Davis, a Managing Director and Financial Advisor in the firm’s Westlake Village office, has been named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the fourth year that Stephen has been named to the list.
“I’m proud to see that Stephen has yet again been recognized to this prestigious list,” said Jaron R. Singletary, West Los Angeles Market Head at UBS Wealth Management USA. “Very few people are truly motivated by doing their absolute best every day for themselves and for others, and Stephen’s commitment is reflected in his client relationships and the overall quality of his business.”
Stephen has nearly 30 years of experience in the financial services industry and heads a team of five, providing holistic wealth management advice for individuals, business owners, entrepreneurs, multi-generational families, and retirees. Stephen holds a bachelor’s degree in Business Economics with a major in Business Management.
He has committed over 20 years to improving the lives of children in need, generously contributing to local schools in California. Stephen is currently on the Board of Directors for the Boys and Girls Club of the Greater Conejo Valley and sits on the Alumni Board of the University of California at Santa Barbara (UCSB). In his free time, Stephen enjoys spending time with his wife and his three children, as well as being active in a variety of sports.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
For the full list and further information visit: www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
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