Local UBS Financial Advisor Michele Burch-Lippincott Named to 2020 Forbes Top Women Wealth Advisors List

6/5/20

Michele L. Burch-Lippincott

UBS Financial Services Inc. announced today that Michele L. Burch-Lippincott, Senior Vice President – Wealth Management, has been named to the 2020 Forbes Top Women Wealth Advisors list. Michele is part of UBS’s Hunt Valley office.

The women on this year’s Forbes Top Women Wealth Advisors list manage nearly $920 billion in client assets, and nearly one-in-five manage at least $1 billion. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on the following factors: qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience.

“I am pleased that Michele has received this very well-deserved recognition,” said Ellen Pierce, Mid-Atlantic Market Head at UBS Financial Services Inc. “Day in and day out, Michele works with our clients to ensure they reach their financial goals. While not surprising, to be recognized as a top advisor on Forbes Top Women Wealth Advisors list is an honor that recognizes Michele’s exceptional dedication to her clients, career accomplishments and expertise in not only meeting but exceeding expectations.”

Click here for the full list and further information.

About UBS Global Wealth Management

As the world's largest wealth manager, 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.

About UBS

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.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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