CINCINNATI, December 05, 2022–(BUSINESS WIRE)–UBS Wealth Management USA announced today that FTB Financial Services, a wealth management team in the firm’s Kenwood, Ohio branch has been named to the Forbes America’s Top Wealth Management Teams list for 2022. The team ranked #79 in the country in the High Net Worth category, and is the only team from the Greater Cincinnati area to make the inaugural list.
“The FTB Financial Services team has achieved a remarkable level of success throughout their 30-year history by providing their clients with the highest levels of expert financial advice and world-class service,” said Jon Ramey, Managing Director and Market Head, UBS Ohio -Indy Market. “I am proud to see them recognized on this prestigious list as a top team in the country.”
Led by Financial Advisor Bill McCarthy, CFP®, FTB Financial Services focuses on providing comprehensive wealth management services for current and former Procter & Gamble families. The 31-person team manages $3 billion in investable assets for clients whose net worth ranges from $1M – $100M+.
The inaugural Forbes America’s Top Wealth Management Teams High Net Worth list has 100 teams with cumulative assets of $288 billion. The list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
For the full list and further information, please visit: https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth
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