UBS Advisor Jonathan Murray Named to Barron’s Top 1,200 Financial Advisors List

UBS Wealth Management USA today announced that Jonathan Murray, a Managing Director and Financial Advisor in the firm’s Hunt Valley office, has been named to the Barron’s Top 1,200 Financial Advisors list for 2021. Jonathan was ranked #16 in Maryland on the list.

“I am pleased that Jonathan has once again received this well-deserved recognition on such a prestigious list,” said Ellen Pierce, Mid-Atlantic Market Head at UBS Wealth Management USA. “Each and every day, Jonathan provides his clients with the highest level of expert financial advice with responsive, personal service. It’s truly gratifying to see him acknowledged for his long-standing dedication to their clients and recognized for his industry achievements.”

Jonathan has been with UBS for 15 years, and has over 30 years of experience in the financial services industry. He has worked tirelessly with successful individuals and families, building enduring relationships and instilling confidence as they plan for the future and pursue their personal vision of retirement. He is a member of UBS’s prestigious Pinnacle Council, and has served on the UBS Advisory Committee. Jonathan is a lecturer for the Loyola University MBA program, the University of Maryland and at Johns Hopkins University.

With an average industry tenure of 30 years, this year’s Top 1,200 advisors and their teams typically serve 750 households, with an average of $14 million to invest. They each manage about $3 billion in client assets and have an average client-retention rate of 98.4%.

For the full list and further information please visit: https://www.barrons.com/report/top-financial-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, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).