Recognition highlights the country’s stand-out female wealth advisors
DAYTON, Ohio–(BUSINESS WIRE)–Tiffany Kellner, senior vice president – wealth management of the Cornell/Nicholson Team at UBS, is among the country’s top female wealth advisors ranked by Forbes Magazine in its annual Forbes Top Women Wealth Advisors 2020 list. She is one of just 32 advisors recognized in all of Ohio, and just five in the greater Dayton area.
Kellner is a CERTIFIED FINANCIAL PLANNER™, the industry standard of excellence for competent and ethical personal financial planning, and a Certified Divorce Financial Analyst (CDFA®) with more than 20 years of experience in financial advising. In addition to being a Forbes Top Woman Wealth Advisor, she is also a 2020 Forbes Best-in-State Wealth Advisor and a Top Wealth Advisor Mom, recognized by Working Mother Magazine for the last three years.
“This is a fantastic accolade for Tiffany, one that is much deserved,” said UBS Ohio Indy Market Head Jon Ramey. “She is a stand-out financial advisor who provides the highest-quality service to her clients. We’re proud to see Forbes recognizing her among the best.”
The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, spotlights the top advisors across the country who were nominated by their firms — and then researched, interviewed and assigned a ranking within their respective states. The ranking results from in-person interviews, industry experience, compliance records, revenue produced and assets under management.
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.
Headquartered in Zurich, Switzerland, UBS has offices over 50 regions and locations, including all major financial centers, and employs approximately 67,000 people. UBS Group AG is the holding company of the UBS Group. Under Swiss company law, UBS Group AG is organized as an Aktiengesellschaft, a corporation that has issued shares of common stock to investors.
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.