UBS Wealth Management USA announced today that Keith Apton, a Financial Advisor in the firm’s Washington, D.C. office, has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list for 2021.
“We’re thrilled that Keith received this well-deserved recognition on such a prestigious list,” said Ellen Pierce, D.C. and Mid-Atlantic Market Head at UBS Wealth Management USA. “Throughout his career, Keith has achieved success by dedicating his full attention to helping his clients achieve their financial goals. His inclusion on this year’s list is a direct reflection of his hard work.”
Keith has more than 19 years of experience in the financial services industry, with an extensive background in corporate finance. As the founding partner of his team, The Capital ESOP Group at UBS, Keith’s helps small-to-middle-market business owners with sell-side advisory solutions and post-sale financial planning, to include holistic wealth management and tax and estate planning strategies. Prior to joining UBS in 2009, Keith was a Financial Advisor at Morgan Stanley, where he was an integral member of the team handling all of the firm’s Employee Stock Ownership Program (“ESOP”) transactions.
Keith is a member of both the National Center for Employee Ownership and the finance committee for The ESOP Association. After becoming a Certified Exit Planning Advisor® (CEPA®) in 2018, he became an instructor for the Exit Planning Institute. Keith lives in Washington, D.C. with his wife and two daughters.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors list recognizes the country’s top financial advisors who represent the future of the wealth management industry.
For the full list and further information visit: https://www.forbes.com/top-wealth-advisors.
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.
About UBS
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.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
