13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

UBS today announced that 13 advisors in the firm’s South Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list.

The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.

“We congratulate each of our advisors and are extremely pleased to see them acknowledged nationally for their unique talent and capabilities. We look forward to continuing to provide our advisors with the resources and platform they need to better serve clients,” said Greg Achten, South Market Executive at UBS.

The advisors named to the list are:

Atlanta, GA:

Kristi Thelen

Laura Wellon

Chattanooga, TN:

Carla Donina

Lafayette, LA:

Shawna Prejean

Memphis, TN:

Brenda Vanderslice

Keri Gage

Jordan Edmundson

Nashville, TN:

Jana Lisle Parham

Lechelle Moore

Mimi Wallace

New Orleans, LA:

Diana Stieffel

North Atlanta, GA:

Amanda Levi

Angela Calvin

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).

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