Annual Barron’s Ranking Recognizes Lauer for Expertise and Quality of Client Service
COLUMBUS, Ohio–(BUSINESS WIRE)–Leslie Lauer, Managing Director—Wealth Management for the ESOP (Employee Stock Ownership Plan) Group at UBS Private Wealth Management, has once again been named one of the Top 100 Women Financial Advisors in the United States by Barron’s. This is Lauer’s fourth consecutive year on the ranking.
“Leslie is a dedicated and experienced Private Wealth Advisor focused on assisting her clients with complex business transition and wealth management planning requirements,” said Robert Karem, Private Wealth Management Market Head for Atlanta at UBS Financial Services Inc. “She and her team at the ESOP Group have handled more ESOPs than any other team in the country, and she could not be more deserving of this recognition by Barron’s.”
Lauer has been with the ESOP Group since 2006 and has over 30 years of experience in the financial services industry. She focuses on all aspects of private wealth management, multi-generational estate planning, liability management and philanthropy for high-net worth families and business owners.
The ESOP Group manages nearly $3.5 billion in assets and has offices in Atlanta, Georgia, and Columbus, Ohio, where Lauer resides. The team specializes in working with business owners on the structure and sale of their privately held businesses to an ESOP to create liquidity and diversification for owners, while enhancing the solutions available to the company and employees.
Barron’s Top 100 Women Financial Advisors ranking is based on the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
About UBS
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).
About UBS Global Wealth Management
As one of the world’s largest wealth managers, 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.
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In providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.
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