UBS Wealth Management USA announced today that The Murray Group, an advisor team from the firm’s Hunt Valley, Maryland office, has been named to the inaugural Forbes America’s Top Wealth Management Teams list for 2022. The team was ranked third in the state and 51st in the country in the high net worth category.
“We are thrilled to see the Murray Group recognized in this list,” said Ellen Pierce, D.C., and Mid-Atlantic Market Head at UBS Wealth Management USA. “This talented team of advisors and client associates work diligently to earn the trust of their clients, by demonstrating their expertise and longstanding commitment to helping clients reach their financial goals.”
The Murray Group is led by Financial Advisor Jonathan Murray and supported by Financial Advisors Brian Doak, Jason Lowy, Nicholas Barbieri and Palmer David Murray.
Jonathan Murray serves as a Wealth Management Specialist and is the team’s primary Portfolio Manager. Jonathan began his investment career in 1989. In 2006, he moved his growing team to UBS Financial Services, where he provides clients with holistic and customized wealth management strategies.
With over 30 years of experience in the securities industry, Brian Doak is a Certified Financial Planner™ (CFP®) whose primary responsibility is providing comprehensive financial planning services for high-net worth clients. Brian seeks to cultivate long-term client relationships by understanding each client’s unique needs and partnering with them as those needs evolve throughout their lives.
Jason Lowy joined the team in 2004. He holds several industry designations, including Certified Financial Planner™ and Certified Private Wealth Advisor®. Jason tailors financial plans for high and ultra-high net worth clients, and guides them in executing their wealth management strategies. As a Chartered Retirement Plans SpecialistSM and Accredited Investment Fiduciary®, Jason also advises institutions and businesses as they build and modify their corporate retirement plans, and educates their employees on the importance of retirement savings. He also assists business owners as they transition out of their companies as a Certified Exit Planning Advisor.
Nicholas Barbieri brings over 15 years of experience to the team. As a Certified Financial Planner™, he specializes in helping individuals and families transition into retirement by designing income streams to replace their wages.
Palmer David Murray works with clients across the spectrum of experience, helping individuals and families prepare for retirement and beyond. In addition to his Series 7 and Series 66 licenses, Palmer also holds the Chartered Retirement Planning Counselor (CRPC®) designation.
The inaugural Forbes America’s Top Wealth Management Teams High Net Worth list has 100 teams with cumulative assets of $288 billion. Developed by SHOOK Research, the ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data.
For the full list and further information visit: https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/?sh=4d9bd5f323e1.
About UBS
UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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, 29% in Switzerland, 20% 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).
