Sarasota, Florida – January 28, 2020 – UBS Financial Services Inc. announced today that Scott Zelniker, Senior Vice President –Private Wealth Management and co-founder of The Zelniker Dorfman Heritage Group in Sarasota, has been named to the 2020 Forbes/SHOOK list of Best-in-State Wealth Advisors for the state of New York.
“I’m honored and humbled by this recognition. To me it validates the hard work I have put in on behalf of my clients, who are like family to me,” said Zelniker. “I’m excited to bring my experience to Florida as we continue to evolve to provide the highest level of financial advice to our clients.”
After dividing his time between New York and Florida for the past 15 years, Zelniker now calls the Suncoast home. He recently joined forces with Jason Hughes to form The Zelniker Dorfman Heritage Group, offering clients the resources of the world’s largest wealth management firm, and the concierge service you would expect from a boutique firm. The team manages nearly $1 billion of client assets.
Zelniker began his career in financial services in April of 1992 and joined UBS in 2016. Along the way, he developed a practice working extensively with private business owners with the focus on exit planning, asset management, estate planning and meeting the multigenerational needs of families. Zelniker has taken active roles in the community and continues to make supporting local organizations a core tenet of The Zelniker Dorfman Heritage Group.
The Forbes Best-in-State Wealth Advisors list is comprised of approximately 2,200 financial advisors. It was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to measure factors such as: quality of practice, industry experience, compliance record, assets under management (which vary from state to state) and revenue. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.
For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors/
Notes to Editors
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.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’ 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).