UBS Wealth Management US announced today that Jason E. Stephens, Private Wealth Advisor and Managing Director in the firm’s Naples, Florida office, has been named to the Forbes America’s Top 250 Wealth Advisors and the Forbes Best-In-State Wealth Advisors lists for 2025.
“We are incredibly proud to see Jason recognized once again by Forbes as a top advisor both nationally and here in Florida,” said Joe Guccione, Market Director, UBS Florida Market. “This distinction is a well-deserved acknowledgment of his industry knowledge, guidance and continuous commitment to the affluent individuals and families he serves.”
Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.
“We congratulate Jason for consistently being named to these prestigious Forbes lists, which acknowledge his exemplary wealth management advice and continuous dedication to client service,” said Lane Strumlauf Managing Director, Florida Market Executive at UBS.
This is the ninth consecutive year that Jason has been named to the Forbes America’s Top 250 Wealth Advisors list (2017-2025) and the eight consecutive year that he has been named to the Forbes Best-In-State Wealth Advisors list (2018-2025). Additionally, he previously has been recognized to the Barron’s Top 1,200 Financial Advisors list (2014-2025). As a team, The Stephens Group at UBS has been recognized as a Forbes Best-in-State Wealth Management team (2023-2025).
The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets and the 250 advisors highlighted on the 2025 Forbes Top Wealth Advisors list oversee a collective $2 trillion. The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management.
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