UBS Advisor Jeremy Keller named to Forbes / SHOOK List of Top Next Generation Wealth Advisors



LAS VEGAS – (COMMERCIAL THREAD) – UBS Wealth Management USA today announced that Jeremy Keller, financial advisor in Las Vegas, Nevada, has been named to the Forbes / SHOOK Research Top Next-Gen Wealth Advisors list for 2021.

“It’s great to see Jeremy on this prestigious list,” said Chuck Powers, Desert Mountain Market Manager at UBS Wealth Management USA. “Jeremy goes above and beyond to create a deep understanding of his clients’ needs and help them build a lasting legacy. We are honored to see him honored for his leadership in the industry.

Jeremy specializes in providing financial advice to high net worth individuals, families and businesses, including liability management, estate planning, tax optimization and philanthropic strategies. He and his team, Groupe Financier Montage, have a diverse team structure that helps them communicate effectively with successful multigenerational families. Jeremy began his career during the height of the 2008 financial crisis and has worked at UBS since 2009. Along with this recognition, he was also named to the Forbes / SHOOK Research Best-in-State Wealth Advisors list for 2021.

In college, Jeremy was an American college scholarship athlete in golf while earning his Bachelor of Science degree in Finance and Marketing from California State University. He also holds an MBA from the University of Nevada. Jeremy and his wife have three children and enjoy the outdoors, skiing and golf.

The 2021 Forbes / SHOOK Research Top Next-Gen list includes 500 growing advisors who help manage more than $ 1,000 billion in client assets. Each advisor was appointed by their firm, then reviewed and ranked by SHOOK Research.

For the full list and more information visit:

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 high net worth families and individuals around the world. Clients working 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 high net worth, institutional and corporate clients around the world, as well as to private clients in Switzerland. UBS is the largest truly global wealth manager and one of the leading retail and corporate banks in Switzerland, with a large-scale and diverse global asset manager and specialist investment bank. The bank focuses on companies that have a strong competitive position in their target markets, are capital efficient and have attractive long-term structural growth or profitability prospects.

UBS is present in all the major financial centers of the world. It has offices in more than 50 regions and sites, with approximately 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people worldwide. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. nor its employees pay any fees in exchange for these ratings, UBS may engage RJ Shook as a speaker at events. Past performance is no guarantee of future results.



About Author

Comments are closed.