UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list

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.”

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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:

About UBS

UBS brings together a global investment ecosystem, where people and ideas connect and opportunities come to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS offers investment solutions, products and influential thought leadership, is a leading global wealth manager, provides large and diversified asset management, focused investment banking capabilities and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.

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UBS is present in all major financial centers around the world. It has offices in more than 50 regions and locations, with approximately 30% of employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Stock Exchange and the New York Stock Exchange (NISE).

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Neither did UBS Financial Services Inc. nor do its employees pay a fee in exchange for these ratings. Past performance is not an indicator of future results. For press only.

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Christina Aquilina
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