John C. Castronuovo and Robert E. DeForest, UBS Private Wealth Advisors in Palm Beach, Florida office, have been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. This is the fourth consecutive year they have been named to the list.
“We are extremely proud that John and Robert were recognized on this prestigious list for the fourth time,” said Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.
“They continue to provide clients with the highest level of expert financial advice with responsive, personal service,” he adds.
Castronuovo has more than 35 years of experience working in the financial services industry. He focuses on comprehensive wealth management strategies for select entrepreneurs and business owners, executives, and retirees, as well as charitable organizations. Is a member of the Financial Planning Association, the East Coast Estate Planning Council and Advisors for Philanthropic Impact, and the UBS’s Presidents Council, which recognizes the firm’s top financial advisors. John has the Certified Financial Planner® (CFP®) certification and is a Chartered Advisor in Philanthropy. He currently serves as a board member of Adopt-A-Family of the Palm Beaches, Inc., where he is a past board chair, according the firm’s information.
De Forest has began his career in finance in 1997. He joined UBS in 2011 and is a founding partner of Palm Beach Wealth Consulting Services, an advisor team at UBS Private Wealth Management. As the lead portfolio manager, De Forest focuses on portfolio construction for individuals and institutions, investment manager selection and analysis, discretionary portfolio management and custom investment vehicles. He is active in the UBS Veteran Mentoring Program and has the Certified Investment Management Analyst (CIMA®) designation. He serves as a member of the Investment Management Consultants Association which enables him to interact with some of the brightest minds in the industry.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of more than 6,500 advisors across the country, managing a collective $10 trillion. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including telephone, virtual and in-person interviews, compliance records, revenue generated and assets under management.
You can see all the information related to the Forbes/SHOOK list in the following link.