Kurt Sylvia of UBS Private Wealth Management Receives Forbes’ 2017 - America’s Top Wealth Advisors Award

10/22/17

Kurt Sylvia

UBS Financial Services announced today that Kurt Sylvia, Managing Director- Wealth Management of UBS Private Wealth Management, in Palm Beach, has been named by Forbes as one of the Top 250 Wealth Advisor's in the country. These highly distinctive awards acknowledge Kurt's dedication to his clients' long-term success and commitment to excellence.

The 250 members of Forbes' 2017 list collectively manage $672 billion in client assets while serving a client base that ranges from billionaire tech CEOs to small business owners and wealthy heirs. The ranking, developed by Forbes’ partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. They consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms.

Kurt has over 20 years of experience in the financial services industry and is considered a top advisor to families of significant means nationally through the following recognitions: Top 1,200 Financial Advisor's in the U.S. by Barron's magazine (2014, 2015, 2016, 2017); Financial Times Top 400 Financial Advisor's in the Country (2014, 2016, 2017), Top 100 Financial Advisors in the U.S. by Barron's Winner's Circle (2006, 2008); NABCAP South Florida Premier Advisor (2012),Top 1,000 Financial Advisors in the U.S. by Barron's (2010, 2011, 2012, 2013) and NABCAP Premier Advisor (2011).

Kurt is a graduate of Providence College in Providence, RI, where he earned a bachelor’s degree in finance. Kurt is a Board Member of Advisors for the Stetson University Business School. Kurt resides in Jupiter, FL, with his wife and two teenaged children.

Visit ubs.com/team/pwmpalmbeach or call 561.659.9527 for more information.

About UBS:

UBS Wealth Management Americas provides advice-based solutions through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of ultra high net worth and high net worth individuals and families. It includes the domestic US business, the domestic Canadian business and international business booked in the US.

Recent Deals

Interested in advertising your deals? Contact Edwin Warfield.