UBS today announced that 13 advisors in the firm’s Florida Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.
The Florida Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
“It is truly gratifying to see so many talented financial advisors in our region achieve this well-deserved industry recognition. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this momentous accomplishment,” said Lane Strumlauf, Florida Market Executive at UBS.
The advisors named to the list are:
Aventura:
Karleen Halliwell
Boca Raton:
Meryll Bangsil
Alisa Jaffe
Sarah Ponczek-Van Camp
Ft. Lauderdale:
Hiromi Hanamura
Darran Blake
Megan MacGowan
Miami:
Kathleen Reilley
Pamela Segal Rhodes
Orlando:
Ashley Laubach
Heather Mount
Palm Beach:
Kristen Scarpa Bissett
Tampa:
Samantha Parker Hopkins
The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in 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/best-in-state-women-advisors/
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250307512571/en/
Contacts
Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com