UBS Wealth Management USA Names The Stephens Group to Forbes Best-In-State Wealth Management Teams List
Recognition for Excellence
NAPLES, Fla.–(BUSINESS WIRE)–UBS Wealth Management USA announced today that The Stephens Group, led by UBS private wealth advisors Jason Stephens and Michael Lundon, in Naples, Florida, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. The team was ranked No. 6 in the state of Florida. The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion. The Forbes ranking was developed by SHOOK.
A Mark of Distinction
This prestigious recognition solidifies The Stephens Group’s reputation as one of the top wealth management teams in the state of Florida. With a focus on delivering exceptional service and personalized financial solutions, Jason Stephens and Michael Lundon have built a strong foundation of trust with their clients.
Impact on Clients
For clients of The Stephens Group, this recognition serves as a testament to the team’s dedication to providing superior wealth management services. With access to UBS’s global resources and expertise, clients can feel confident in the wealth management strategies implemented by Jason Stephens and Michael Lundon.
Effect on Me
As a client, being part of a recognized wealth management team can provide a sense of confidence and assurance that my financial goals are in capable hands. The expertise and experience of The Stephens Group, combined with the backing of UBS Wealth Management, can lead to a more secure financial future for me.
Impact on the World
On a larger scale, the recognition of The Stephens Group by Forbes reflects the commitment to excellence and professionalism in the wealth management industry. By setting a high standard for service and performance, top-tier teams like The Stephens Group contribute to the overall integrity and stability of the financial world.
Conclusion
In conclusion, The Stephens Group’s inclusion in the Forbes Best-In-State Wealth Management Teams list is a well-deserved accolade that highlights their dedication to client success and financial excellence. Whether as a client benefiting from their expertise or as an observer recognizing their impact on the industry, this recognition solidifies The Stephens Group’s position as a leading wealth management team in Florida and beyond.
