Two UBS Private Wealth Advisors from Bellevue, WA Named to Forbes’ 2018 Industry Lists

Terry Cook named #1 in Washington on Forbes List of 2018’s
Best-In-State Wealth Advisors; Kyle Caouette named to Forbes List of
2018’s Top Next-Generation Wealth Advisors

BELLEVUE, Wash.–(BUSINESS WIRE)–UBS Financial Services Inc. announced today that two members of its
Bellevue, WA Private Wealth Management branch The Cascade Group,
have received recognition in two industry lists created by Forbes
and SHOOK research.

Terry Cook, Managing Director and Private Wealth Advisor has been named
to Forbes 2018’s Best-In-State Wealth Advisors list, as the #1
ranked advisor in Washington State. This is the third year that Terry
has been named to the list in this position. In addition, Terry’s
partner Kyle Caouette, Senior Vice President and Private Wealth Advisor,
has been named to Forbes’ 2018 Top Next-Generation Wealth
Advisors list, and is the highest ranked advisor on the list in
Washington State. This is the second year that Kyle has been named to
the list.

Both lists, created in partnership with SHOOK Research take into account
both qualitative and quantitative data. Advisors considered
‘Best-in-State’ needed a minimum of seven years’ experience, and the
final ranking was based on quantitative data, as well as an algorithm of
qualitative criteria, mostly gained through telephone and in-person due
diligence interviews. Advisors considered to be ‘Top Next-Generation’
were nominated by their respective firm, then vetted and ranked by SHOOK
Research using similar criteria, also considering assets under
management and industry experience.

Over the last 25 years, The Cascade Group has served the needs of
private business owners, by helping them plan for life-changing
liquidity events. The team has developed a consultative process centered
on the unique needs of the business owner and has helped guide nearly 40
client families through external sales and inter-generational
transitions.

“I am pleased that both Terry and Kyle of The Cascade Group have
received this recognition,” said John Mathews, Head of Private Wealth
Management and Ultra High Net Worth Americas at UBS Global Wealth
Management. “Having both advisors ranked at the top for Washington State
recognizes the branch’s dedication, accomplishment and expertise in
delivering exception advice to clients.”

The Forbes’ rankings are below:

  • Best-in-State Wealth Advisors, #1 in Washington State: UBS
    Private Wealth Advisor, Terry
    Cook
  • Top Next-Generation Wealth Advisors: UBS Private Wealth
    Advisor, Kyle
    Caouette

Notes to Editors

Methodology

This year’s Forbes’ Best-In-State Wealth Advisors list
spotlights over 2,000 top-performing advisors across the country who
were nominated by their firms—and then researched, interviewed and
assigned a ranking within their respective states.

The Forbes’ 2018 Top Next-Generation Wealth Advisors list
includes 1,000 young, talented advisors who represent the future of the
wealth management industry. Each advisor was nominated by their
respective firm, then vetted and ranked by SHOOK Research.

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.

www.ubs.com

© UBS 2018. All rights reserved.
The key symbol and UBS are among
the registered and unregistered trademarks of UBS.

Contacts

UBS Global Wealth Management – Americas
Laura Hastings, 212-882-5705
laura.hastings@ubs.com

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