UBS Advisor Lauren Konstantin Named to Forbes/SHOOK Best-In-State Wealth Advisors List and Best-In-State Women Advisors 2022
29 April 2022 - 4:00PM
Business Wire
UBS Wealth Management USA today announced that Lauren
Konstantin, a Financial Advisor in the firm’s White Plains, NY
office has been named to the Forbes/SHOOK Best-In-State Wealth
Advisors list and ranked #10 in the Forbes/SHOOK Best-In-State
Women Advisors list for 2022.
"Lauren continuously provides her clients with the highest level
of expert financial advice with responsive, personal service," said
Mara Glassel, Soundview Market Head at UBS Private Wealth
Management. "It’s truly gratifying to see her acknowledged for her
long-standing dedication to her clients and her industry
achievements."
As a Certified Financial PlannerTM professional, Lauren uses her
deep expertise and understanding of her clients’ needs to create
and deliver sound financial plans. She joined UBS in 2015 after
working for five years in Global Markets at Deutsche Bank.
Lauren has previously been recognized to UBS Rising Advisors,
2021, Forbes/SHOOK Best-In-State Wealth Advisors, 2021,
Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2021,
Forbes/SHOOK Top Women Wealth Advisors, 2021, and Working Mother
and SHOOK Research Top Wealth Advisor Moms, 2021.
Lauren earned a Bachelor of Business Administration from the
Stephen M. Ross School of Business at the University of Michigan.
She holds the Series 7, 63 and 66 securities licenses, as well as
life and health insurance licenses. In addition, Lauren has the
Accredited Wealth Management AdvisorSM designation from the College
for Financial Planning.
This year’s Forbes/SHOOK Research Best-In-State Wealth Advisors
list is comprised of more than 6,500 Advisors across the country
who collectively manage $10 trillion in client assets. The ranking
algorithm is based on qualitative and quantitative criteria
including phone and in-person interviews, compliance records and
revenue generated for their firms.
For the full list and further information please visit:
https://www.forbes.com/profile/lauren-konstantin/?sh=649bce7d35fd
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.
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).
© UBS 2022. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
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Media: Christina Aquilina Christina.aquilina@ubs.com
https://www.ubs.com
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