UBS Wealth Management USA Advisor Stockton Schultz Named to Financial Planning Top 40 Brokers Under 40 List

Stockton Schultz, a financial advisor at UBS Wealth Management USA in Phoenix, has been recognized as one of the top young brokers in the industry. Schultz, who recently earned the Athletes and Entertainers Consultant designation at UBS, has been named to the Financial Planning Top 40 Brokers Under 40 list for 2024.

With over 15 years of experience in wealth management, Schultz has been praised for his dedication to clients and commitment to providing exceptional advice. As a Managing Director at UBS, he helps high-net-worth families navigate complex market cycles and life stages by creating personalized wealth management strategies.

Schultz’s expertise extends to advising athletes and entertainers, agents, managers, executives, and owners. As an AEC consultant, he helps clients in the sports and entertainment industries plan for their financial future and avoid common pitfalls.

In addition to his recent accolade, Schultz has been recognized on several other industry lists, including Forbes Best-in-State Wealth Advisors and Barron’s Top Financial Advisors. The Financial Planning Top 40 Brokers Under 40 list highlights young advisors who generate significant revenue and oversee substantial client assets.

UBS, a global wealth manager and universal bank, is proud to have Schultz on their team. With a focus on personalized advice and solutions, UBS helps clients achieve their financial goals in markets around the world.

For more information on the Financial Planning Top 40 Brokers Under 40 list and to view the full list, visit the link provided.