FLORHAM PARK, N.J., May possibly 31, 2022–(Organization WIRE)–UBS Prosperity Administration United states announced right now that David Potischman, a Monetary Advisor in the firm’s Florham Park, NJ office has been named to the Forbes/SHOOK checklist of Most effective-in-Point out Prosperity Advisors listing for 2022. This is the second consecutive yr David has been named to the listing.
“We’re proud to see David regarded as a Finest-in-State Prosperity Advisor for the second calendar year in a row,” reported John Geoghan, Market place Head for Northern New Jersey, UBS Prosperity Administration United states of america. “David’s clientele know very first-hand the dedication, practical experience and acumen he delivers to support them pursue their life’s objectives.”
David leads the Potischman Wealth Management workforce in supplying investment decision and fiscal organizing to higher-net-worthy of customers, which include multi-generational families. As a Qualified Fiscal PLANNER™, David offers deep awareness in critical locations of consumer preparing demands, like estate, coverage, expenditure, retirement and tax. He is existence, well being and prolonged-phrase care insurance coverage licensed, and has attained the Portfolio Manager designation at UBS. David graduated with honors from Bowdoin School in Maine.
This year’s Forbes/SHOOK Exploration Ideal-In-Condition Prosperity Advisors checklist is comprised of much more than 6,500 advisors, taking care of a collective $10 trillion in client property. The ranking algorithm is dependent on qualitative and quantitative requirements, which includes: phone, virtual and in-man or woman interviews revenue produced belongings below management high quality of observe regulatory file and industry practical experience.
For the entire checklist and further more details, pay a visit to: https://www.forbes.com/ideal-in-point out-prosperity-advisors.
Notes to Editors
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