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Scottsdale’s Susan Bailey and UBS’s Bailey Wealth Management have been recognized

Financial Advisor Susan Bailey with Bailey Wealth Management at UBS in Scottsdale earned a spot on the 2026 Forbes Top Women Wealth Advisors Best-In-State list. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending June of the prior year. Her team was also recognized on the Forbes Best-in-State Wealth Management Teams list for 2026. The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Bailey’s, and her team’s, services extend beyond traditional portfolio management to include income planning, , and generational wealth transfer. Bailey also advises corporations on employee stock benefits and is a strong advocate for financial education that empowers women toward financial independence.

“This recognition reflects the unwavering commitment Susan and her team have in guiding clients toward their most important financial goals with clarity and care,” said Ryan Lurie, Market Director at UBS.

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SPONSORED CONTENT

Scottsdale’s Susan Bailey and UBS’s Bailey Wealth Management have been recognized

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Financial Advisor Susan Bailey with Bailey Wealth Management at UBS in Scottsdale earned a spot on the 2026 Forbes Top Women Wealth Advisors Best-In-State list. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending June of the prior year. Her team was also recognized on the Forbes Best-in-State Wealth Management Teams list for 2026. The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

Bailey’s, and her team’s, services extend beyond traditional portfolio management to include income planning, , and generational wealth transfer. Bailey also advises corporations on employee stock benefits and is a strong advocate for financial education that empowers women toward financial independence.

“This recognition reflects the unwavering commitment Susan and her team have in guiding clients toward their most important financial goals with clarity and care,” said Ryan Lurie, Market Director at UBS.

To schedule a consultation with Susan Bailey, visit https://advisors.ubs.com/baileywealthmanagement or call (480) 443-5408.

Susan Bailey is a Financial Advisor with UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC in Scottsdale, AZ. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc. For more information on third party rating methodologies, please visit https://www.ubs.com/us/en/designation-disclosures.html.

For our client relationship summary disclosures, please visit ubs.com/relationshipsummary. UBS Financial Services Inc., Member FINRA/SIPC.

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