New York, January 8 – National Association of Plan Advisors (NAPA) recently released their 2019 "Top Retirement Plan Advisors Under 40" ranking and recognized two Financial Advisors at ÃÛ¶¹ÊÓƵ.ÌýThey are among 100 other "Young Guns" who are widely seen as the future leaders of the retirement plan advisor industry.

The list was established in 2014, and this year, there were more than 500 nominations provided by NAPA broker-dealer/RIA firm partners. They will be featured in a future issue of NAPA Net the Magazine and will also be acknowledged at the 2019 NAPA 401(k) Summit in Las Vegas in April.

"By leveraging both our firm's resources and their own expertise, Megan and Brian are helping to provide businesses with the guidance they need to support their employees," said Jason Chandler, Head WM USA. "This recognition is a testament not only to these Advisors' relentless client focus, but also to their ability to help ÃÛ¶¹ÊÓƵ unlock further growth and success for years to come. Congratulations to both of them."

Our ÃÛ¶¹ÊÓƵ Advisors on this year's list:

Name

City & State

Brian Catanella

Philadelphia, PA

Megan Smith

Dallas, TX

METHODOLOGY:

NAPA's "Top Retirement Plan Advisors Under 40" list was drawn from nominations provided by NAPA BD/RIA Firm Partners based on a review of nominee applications by a panel of judges selected by the National Association of Plan Advisors (NAPA). The finalists are reviewed based on pre-determined quantitative and qualitative data such as experience, book of business, industry leadership and compliance history. Neither ÃÛ¶¹ÊÓƵ Financial Services or its employees pay a fee in exchange for these rankings.Ìý Past performance is not indicative of future results.

Notes to Editors:

About ÃÛ¶¹ÊÓƵ Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes ÃÛ¶¹ÊÓƵ’s domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About ÃÛ¶¹ÊÓƵ

ÃÛ¶¹ÊÓƵ provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. ÃÛ¶¹ÊÓƵ's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

ÃÛ¶¹ÊÓƵ is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. ÃÛ¶¹ÊÓƵ Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

Media Contact

For ÃÛ¶¹ÊÓƵ Wealth Management Americas 
Peter Stack
peter.stack@ubs.com
Tel: 212-882-5692
Mobile: 917-836-9073