Best-in-State · rank 16 · Montgomery, Alabama · listed firm: UBS Wealth Management
Logo asset (hotlink-protected, view at source): https://www.ubs.com/us/en/wealth-management.html
Identity & firm
- Firm — UBS Wealth Management (high)
- “firm":"UBS Wealth Management"” — forbes_shook
- Parent company — UBS AG (high)
- “UBS Wealth Management is the wealth management division of UBS Group AG, a major Swiss financial services firm.” — firm_official
- Firm type — wirehouse (high)
- “UBS Wealth Management operates as a wirehouse providing integrated wealth management services.” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 2900 (high)
- “Team Assets (Custodied): $2.9B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 1.75 (high)
- “Typical Net Worth of Relationships: $1.5-2M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “UBS Wealth Management is a wirehouse; custodial services are provided internally by UBS.” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — no (low)
- “No evidence found of hosted podcast associated with Kevin Haynes.” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — — (low)
- “No confirmed social media channels found for Kevin Haynes.” — forbes_shook
- Press awards — 2026 Forbes America's Top Wealth Advisors (Best in State, Alabama, rank 16) (high)
- “rank":16,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “UBS Wealth Management uses the parent firm's corporate branding and logo.” — firm_official
- Logo url — https://www.ubs.com/us/en/wealth-management.html (medium)
- “UBS Wealth Management corporate logo appears on firm website.” — firm_official
- Visual brand notes — UBS corporate branding: navy and red wordmark, minimalist sans-serif typography, professional institutional identity (medium)
- “UBS maintains consistent corporate visual identity across all divisions including Wealth Management.” — firm_official