UBS Wealth Management USA announced today that Michael Lappin and Bill Smith, Financial Advisors in the firm’s Raleigh, North Carolina office, have been named to the Barron’s Top 1,200 Financial Advisors list for 2023. Michael ranks sixth and Bill placed 20th in the state of North Carolina.
“I am very proud to see Michael and Bill recognized for their longstanding dedication and commitment to helping clients,” said Ellen Pierce, Mid-Atlantic Market Executive at UBS Wealth Management USA. “Each and every day, Michael and Bill work extremely hard to help clients reach their financial goals.”
Michael Lappin started his career in financial services in 1994, and joined UBS in 2012. He specializes in investment strategy and client relations. Since 1999, Michael has held the Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association, Inc. (IMCA) and brings a disciplined, consultative approach to a client’s investments.
Over the last 20 years, Bill Smith has helped many successful entrepreneurs and families pursue business transitions, liquidity planning and other related wealth management goals. As a lead Financial Advisor with the SSG Wealth Management Group, Bill continues to work with entrepreneurs on their early-stage and exit planning goals as well as estate planning strategies.
The 2023 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of qualitative and quantitative factors, including revenue produced for the firm, assets under management, quality of practice, and regulatory record, among other factors.
For the full list and further information, please visit https://www.barrons.com/report/top-financial-advisors.
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.
