UBS Advisor Jeremy Keller Named to the Financial Planning Top 40 Brokers Under 40 List

LAS VEGAS, February 17, 2023–(Business WIRE)–UBS Non-public Prosperity Management declared currently that Jeremy Keller, a Controlling Director and Personal Wealth Advisor in the firm’s Las Vegas, Nevada office environment, has been named to the Fiscal Preparing Major 40 Brokers under 40 listing for 2023.

“We’re unbelievably proud to see Jeremy acknowledged for the significant stage of support and financial commitment information he gives to his consumers,” said Chuck Powers, Sector Director at UBS Personal Prosperity Management. “He and his staff, Montage Monetary Group, have achieved excellent accomplishment as multi-generational staff focused to offering purchasers with customized prosperity management answers that deal with their individual requirements and plans.”

Jeremy specializes in delivering significant-web-worth people, households and company entities with holistic money assistance and methods, which include legal responsibility administration, estate setting up, tax optimization and philanthropic techniques. In recognition of his determination to supporting purchasers, he has also been named to the Forbes Finest-in-Condition Wealth Advisors and Forbes America’s Leading Following-Gen Wealth Advisors lists for 2022.

An Tutorial All American university scholarship athlete in golf, Jeremy acquired his bachelor’s diploma in both of those Finance and Advertising and marketing at California Condition University, Long Beach, as perfectly as his MBA from the University of Nevada, Las Vegas.

The Montage Monetary Group at UBS has offices in Nevada, Colorado and Nebraska. The 25-human being staff focuses on guiding generations of subtle people, senior executives and entrepreneurs via sophisticated wealth problems. The team was just lately named to the Forbes Most effective-In-State Prosperity Management Groups record for 2023 and the Barron’s Top rated 100 Non-public Prosperity Management Groups listing for 2022.

The 2023 Economical Arranging Major 40 Brokers Beneath 40 crank out almost $205 million in yearly income put together and oversee $40 billion in customer assets. The ranking is awarded on a yearly basis in Q1 based mostly on facts from a 12 thirty day period time period ending in September of the prior 12 months. The rating is based on quantitative elements and is not essentially connected to the top quality of the financial investment suggestions.

Tale carries on

For the comprehensive list and additional facts, check out: https://www.monetary-preparing.com/record/these-are-the-leading-40-brokers-under-40-in-2023.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, wherever folks and thoughts are related and possibilities brought to life, and gives economic guidance and answers to rich, institutional and corporate consumers all over the world, as very well as to non-public consumers in Switzerland. UBS gives expense remedies, solutions and impactful thought management, is the primary global prosperity supervisor, gives massive-scale and diversified asset administration, focused financial commitment banking abilities, and personal and corporate banking providers in Switzerland. The firm focuses on enterprises that have a powerful competitive position in their target markets, are capital efficient and have an beautiful lengthy-phrase structural growth or profitability outlook.

UBS is current in all key economical centers around the globe. It has places of work in much more than 50 areas and areas, with about 30% of its staff working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Team AG employs a lot more than 72,000 folks all over the planet. Its shares are shown on the 6 Swiss Trade and the New York Stock Exchange (NYSE).

https://www.ubs.com

© UBS 2023. All legal rights reserved. The vital image and UBS are among the the registered and unregistered trademarks of UBS. Neither UBS Monetary Expert services Inc. or its personnel pay a rate in trade for these rankings. Earlier overall performance is not an sign of upcoming benefits. For push use only.

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