UBS is proud to announce that four financial advisors in the Ohio Indy Market, have been named to the 2020 Forbes/SHOOK Top Next-Generation Wealth Advisors list. The list includes 500 talented advisors born in 1981 or later who represent the future of the wealth management industry. UBS advisors named include:

• Blair Cornell, Financial Advisor in Miamisburg, Ohio. Blair was ranked number one for the state of Ohio on the list. He has spent over 15 years working in the financial services industry, all with UBS. Blair specializes in custom financial planning, partnering with special needs families, business owners and high net worth individuals.
  
  
• Daniel Chillemi, Financial Advisor in Indianapolis, Indiana. Dan was ranked number one for the state of Indiana on the list. Daniel has worked in the financial services industry for 16 years, 11 of which with UBS. His expertise focuses on defined contribution retirement plans and holistic financial planning for individual investors and their families.
  
  
• Stockton Schultz, Financial Advisor in Mishawaka, Indiana. Stockton has spent nine years in the financial services industry, including seven years with UBS. He provides masterful solutions and systems to help families grow, preserve and pass down their wealth, maxims and values.
  
  
• Thomas Unger, Financial Advisor in Kenwood, Ohio. Thomas has spent 12 years in the financial services industry, 10 of which with UBS. He prides himself on building client relationships that span generations, focused on a legacy that goes beyond retirement.

"On behalf of the firm, I'd like to congratulate these outstanding advisors and their respective teams. We’re proud of the hard work and commitment they provide to their clients, going above and beyond to improve their financial lives,” said Jon Ramey, Ohio Indy Market Head at UBS Wealth Management USA.

The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like industry experience, compliance records, revenue produced, assets under management and in-person interviews.

For the full list and further information, visit: https://www.forbes.com/top-next-gen-advisors.

Notes to Editors

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.

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

The 2020 Forbes/SHOOK Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

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