New York, November 12, 2020 – UBS is proud to announce that five Advisors have been named to the National Association of Plan Advisors (NAPA) Top Women Retirement Plan Advisors list for 2020. The ranking was created in 2015 to acknowledge the contributions of women who continue to make significant improvements to the retirement industry.
To be a nominee, one must be a female Advisor with a majority of her business conducted in Retirement Plan Consulting Services and an acceptable compliance record.
Nominees responded to a series of questions about their experience and practice in the industry, which was reviewed by a panel of judges. The following categories were distinguished:
- Captains: All-stars who happen to be principals, owners or team captains of their organizations
- All-Stars: Top producers who have their own practice
- Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor)
The UBS Advisors named to this year’s list are:
Name | Name | Market | Market | Branch | Branch |
|---|---|---|---|---|---|
Name | Rita Fiumara | Market | Chicago | Branch | Chicago, IL |
Name | Renee Fourcade | Market | West LA | Branch | Century City, CA |
Name | Alicia Malcolm | Market | NY State | Branch | Buffalo, NY |
Name | Megan Smith | Market | Texas Rockies PWM | Branch | Dallas, TX |
Name | Martha Spano | Market | West LA | Branch | Century City, CA |
Learn which UBS Advisors were recognized as a captain, all-star and rising star by seeing the full lists.
Notes to Editors:
About UBS Global Wealth Management
As one of the world's largest wealth managers, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Private Wealth Management is a division within UBS Financial Services Inc.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Media Contact:
Laura Hastings
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