CINCINNATI, December 5, 2022—(BUSINESS WIRE)–UBS Wealth Management USA announced today that FTB Financial Services, the Kenwood, Ohio-based wealth management team, has been named to Forbes’ 2022 Top Wealth Management Teams list. The team is ranked 79th in the nation 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 an exceptional level of success over its 30-year history of providing our clients with the highest levels of expert financial advice and world-class service,” said John Ramey, managing director and market director, UBS Ohio -Indy Market. “I am proud to see them on this prestigious list as the top team in the country.”
Led by financial advisor Bill McCarthy, CFP®, FTB Financial Services focuses on providing comprehensive wealth management services to current and former Procter & Gamble families. The 31-person team manages $3 billion in investable assets for clients whose net worth ranges from $1 million to $100 million+.
Forbes’ inaugural list of America’s Top High Net Worth Wealth Management Teams features 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 complete list and additional information, visit: https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth
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