UBS today announced that 23 advisor teams in the firm’s South Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.

The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“These advisors are some of the best in the business and it is truly gratifying to see them recognized nationally on this prestigious list,” said Jake Shine, South Atlantic Market Executive at UBS.

Among those recognized, UBS advisor team Wickham Cash Partners ranked #1 in North Carolina – West on this year’s list.

The advisor teams in the South Atlantic Market named to the list are:

Wickham Cash Partners (Charlotte, NC): Mitchell Wickham, Greg Cash, Trevor Hoke, Ron Bryson, North Moore III.

Miller Wealth Management (Charlotte, NC): Michael Miller, Drew Miller

Rankin Wealth Management (Charlotte, NC): Rick Verdone, Ellen Rankin, Joe Zentner, Michael Gould

The Andover Group (Charlotte, NC): Kevin O. Moran, William B. Lovett III, Kyle M. Blumenstock, Lesley Ferguson, Jason Mayer

Gateway Wealth Management (Charlotte, NC): Andrew Kittelson, Candace Cline

Hatteras Wealth Management Group (Charlotte, NC): John Stanford, Jack Butler

The Fairview Group (Charlotte, NC): Juan Sandoval, Mac Mayer, Richard Callahan, Crockett Clark

The Cornerstone Group (Chapel Hill, NC): Timothy L. Rauwald, Jenn Hoselton, Mark D. Harbaugh Jr., Steve Reed, Mark Harbaugh Sr.

R³ Wealth Management (Greensboro, NC): Robert M. Green, Robert C. Ketner, R. Andrew Ketner, Antonio Otero

Raleigh PWM (Raleigh, NC): Mike Lappin, Bill Smith

The Parham, Arrowood, Bragdon Team (Greenville, SC): Bert Arrowood, Kenneth Parham, Will Bragdon

The Alpha Group (Greenville, SC): Michael S. Lee, Steve Armaly, Brian Blackburn, Jeffrey S. Allen

The Gabriele-Milionis Group (Greenville, SC): Michael J. Gabriele, Amy R. Milionis

The Summit Group (Winter Park, FL): Manish Mehta, Paul Higgins, Pranjal Mehta, Richard G. Berardo

The Boyle Anderson Group (Bethesda, MD): Skip Anderson, Elaine Flanigan, Ron Chesney, Charlie Anderson, John Young

The BoundaryRock Group (Bethesda, MD): Jamie Ingoe, Donald Chomas, Russell Rifkin, David Bowie, Jeff Schweighoffer

The Atlantic Capital Group (Bethesda, MD): Charles H. Cooper, Mary T. Stiles-Hendler, Mitchell R. Cooper

The Hando Adams Group (Bethesda, MD): Timothy J. Hando, Jason S. Adams

The Hutson Polcaro Group (Bethesda, MD): Jim Polcaro II, Michael Brick, Christopher Casey, Charley Hutson

Potomac Wealth Group (McLean, VA): Powell Hill, Arthur Chase

The Nordell-Rubio Group (McLean, VA): Andrea K. Nordell, Kenneth A. Rubio

Thompson, Singor & Cimmino (Norfolk, VA): Eric Thompson, Scott Singor, Marc Cimmino, Curtis Hanson

The Garnett Group (Richmond, VA): Scott Garnett

The third annual 2025 Forbes Best-in-State Wealth Management Teams list is comprised of over 5,300 teams that collectively manage over $7 trillion of assets. The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

For the full list and further information, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Notes to Editors

About UBS

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