UBS Financial Services today announced that Jeffrey Swett CFP®, CRPC® had been recognized by Forbes in their ranking of America’s Best-In-State Wealth Advisors for 2018. The inaugural list was published on Forbes.com last month.
Jeffrey is a Managing Director, Senior Portfolio Manager and Corporate Stock Benefit Consultant at The Swett Wealth Management Group of UBS. With over 25 years of wealth management experience, Jeffrey and his team provide comprehensive financial planning for corporate executives and their families.
“On behalf of UBS, I extend my sincerest congratulations to Jeffrey Swett for being recognized by Forbes in their inaugural listing of Best-In-State Wealth Advisors.” says James Ducey, Managing Director and Market Head of UBS Boston. "Jeff and his team are leading the way by offering clients the experience, guidance and access to resources they need to help them pursue what matters most.”
"I am honored to be named as one of Massachusetts Top Wealth Advisors. My inclusion on the Forbes Best-In-State list, however, would not be possible without the commitment of the team, combined with the trust of our loyal clientele." said Jeffrey Swett.
The ranking of Forbes Best-In-State Wealth Advisors are determined by SHOOK Research and are based on an algorithm of qualitative and quantitative criteria, including in person interviews, industry experience, community involvement, client retention data, and revenue trends.
The quantitative criteria consist of revenue and production, assets under management, and client-related data such as retention. The qualitative criteria are composed of telephone or in-person meetings with advisors and advisors that exhibit “best practices” within their practices and approach to working with clients. Additional criteria include compliance records, credentials, team dynamics, and discussions with management. Lastly, consideration to advisors that provide a full client experience including service model, investing process, fee structure, and span of services offered.
Overall, 21,000 advisors were considered, and 2000 (9 percent of candidates) were recognized.
To view the full methodology that Forbes developed in partnership with SHOOK Research, please visit: