UBS Private Wealth Management announced today that Carlos Lowell, a Financial Advisor in the firm's Coral Gables Private Wealth Management office, has been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2021. This is the second year that Carlos has been named to the list.

This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including, phone and in-person interviews, compliance records, and revenue generated for their firms.

"We are pleased that Carlos has received this prestigious ranking for the second year running,” said Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management. “He is laser focused on the needs of his clients and what will have the greatest impact in meeting their financial goals.”

Carlos began his career in finance in 1994 after graduating with a B.S. from the University of Miami. He worked in the insurance industry in both Europe and the U.S. before earning his MBA from the Massachusetts Institute of Technology's Sloan School of Management. After graduation, Carlos worked in the Private Wealth Management Group at Goldman Sachs before moving to Morgan Stanley, where he held multiple roles including Miami Complex Manager and Director of International Accounts at its New York headquarters. By leveraging his diverse experience and obtaining the Certified Financial Planner™ and Certified Exit Planning designations, Carlos brings an in-depth knowledge of risk management, financial planning, and international business to his clients.

In addition, Carlos is active in the community. He is involved as an alumnus of the University of Miami, where he studied mechanical engineering and economics, has served as vice president of the Alumni Association Board, presently serves on the President's Council and is the current President of the Miami Canes Community. Carlos also works with Baptist Health South Florida, serving on the Executive Committee of the Operating Board of Directors for Baptist Hospital, and on the system-wide Risk Management Committee and Finance Committee.

For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors.

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.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).