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43 UBS Financial Advisors in the Pacific Northwest Market Named to Forbes Best-In-State Wealth Advisors list

By: via Business Wire

UBS Wealth Management USA announced today that 43 Financial Advisors from the firm’s Pacific Northwest Market, which spans across the four states of Alaska, Montana, Oregon and Washington, have been named to the Forbes Best-In-State Wealth Advisors list for 2024.

“We are extremely proud to see so many of our talented financial advisors across the Pacific Northwest Market recognized on this prestigious list,” said Ryan Rozniakowski, Market Executive of the Pacific Northwest at UBS Wealth Management USA. “These amazing professionals have achieved an incredible level of success through dedication, focus and commitment to not only their clients, but their families and communities as well.”

The UBS Financial Advisors in the Pacific Northwest Market named to the list are:

Anchorage, AK


Portland, OR


Everett, WA

Chad Adams


Scot Berryman


Derek Glynn

Tammy Head


Cam Cheek


Thomas Little

Levi Robinson


Sean Gabrio


Jason Therrell



Victor Lam



Billings, MT


Ed Lang


Seattle, WA

William Royer


Jon Levine


Joe Covey

Todd Vralsted


Jim Mead


Mike Doney



Tom Savinar


Sarah Fitch

Bend, OR




Shawn Macfarlan

Nathan Harrell


Bellevue, WA


Bradley Pratt



Paul Adams


Mark Russo

Lake Oswego, OR


Bijan Behboodi


Colin Simon

Aaron Kohn


Kyle Kuykendall


Scott Ventoza

Ali Panahpour


Subeer Manhas


Adam Walters

Todd Schroeder


Blythe Manson


Kevin Young



Michael Matthews





Duncan McAllister


Spokane, WA



Tyler Neal


Brad Desormeau



Stacy Oster


Mike Mumford



Adam Skagen


Stefanie Page

The 2024 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

For the full list and further information please visit:

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. For press use only.


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