National Association of Plan Advisor (NAPA) Names Two UBS Financial Advisors to Its Annual Top Retirement Plan Advisors Under 40

NEW YORK, Jan. 19 -- UBS, a financial services provider, issued the following news release:

The National Association of Plan Advisors (NAPA) has named two UBS advisors to their annual "Top Retirement Plan Advisors Under 40" list. Advisors are judged based on experience, book of business, and industry leadership.

"Our 401(k) and institutional consultants provide essential guidance and expertise to businesses as they support their employees' long-term goals," said Tom Naratil, President Wealth Management Americas and President Americas for UBS. "Brian and Dan are great examples of how we're strengthening WMA's capabilities in this important area and meeting the evolving needs of our clients as they prepare their businesses for the future. Congratulations to both of them on this important achievement."

"This is another great honor for our team that I'm happy to share with them. We believe accolades like this are a true testament to our continued pursuit of excellence in serving our Plan Sponsor clients and their employees," said Brian Catanella, who works with his father Kenneth Catanella, as part of the Catanella Institutional Consulting Group in Philadelphia. "In an environment of increasing complexity and change, we are dedicated to delivering on our clients' broader needs and committed to finding the right solutions for them now and in the future."

Click here to view table (https://www.ubs.com/global/en/about_ubs/media/america/releases/news_display_media_americas.html/en/2018/01/19/plan-advisors-under.html)

Methodology:

NAPA Top Retirement Plan Advisors Under 40 was drawn from nominations provided by NAPA BD/RIA Firm Partners based on a review of nominee applications by a panel of judges selected by the National Association of Plan Advisors (NAPA). The finalists are reviewed based on pre-determined quantitative and qualitative data such as experience, book of business, industry leadership and compliance history. Neither UBS Financial Services or its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.

About UBS Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of Financial Advisor productivity and invested assets. Its business includes UBS's domestic U. S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34 percent of its employees working in the Americas, 35 percent in Switzerland, 18 percent in the rest of Europe, the Middle East and Africa and 13 percent in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).