Jonathan Murray UBS in Baltimore and Beyond

Jonathan Murray is a UBS financial advisor based in Baltimore, Maryland.

He has been working in the industry for over 15 years, providing wealth management services to individuals and families.

Murray's expertise extends beyond financial planning, as he also offers investment advice and portfolio management.

His experience working with high net worth clients has given him a unique understanding of their complex financial needs.

Jonathan Murray has been recognized as one of the top financial advisors in the country, specifically ranking 22nd in Maryland on the Barron's Top 1,200 Financial Advisors list for 2023.

He has been named to this prestigious list multiple times, with his first appearance being in 2021, where he ranked #16 in Maryland.

Jonathan has over 30 years of experience in the financial services industry, with 15 years of experience at UBS.

He leads The Murray Group at UBS, where he serves as a Wealth Management Specialist and the team's primary Portfolio Manager.

Jonathan's team typically serves 750 households, with an average of $14 million to invest, and manages about $3 billion in client assets.

They also have an impressive average client-retention rate of 98.4%.

Jonathan's dedication to his clients has earned him a spot on UBS's prestigious Pinnacle Council and a position on the UBS Advisory Committee.

He is also a lecturer for various universities, including Loyola University, the University of Maryland, and Johns Hopkins University.

Jonathan's expertise and commitment to his clients have made him a valuable asset to UBS and a respected figure in the financial industry.

He has been recognized for his hard work and dedication to his clients, with Ellen Pierce, Mid-Atlantic Market Executive at UBS Wealth Management USA, praising him for providing "the highest level of expert financial advice with responsive, personal service".

Jonathan Murray, a Financial Advisor in the firm's Hunt Valley, Maryland office, has made a name for himself in Baltimore as a top-notch advisor. He leads The Murray Group at UBS, providing clients with holistic and customized wealth management strategies.

He has been at UBS for over 15 years, starting his investment career in 1989. This extensive experience has helped him build a strong reputation in the area.

Jonathan Murray ranked 22nd in the state of Maryland on the Barron’s Top 1,200 Financial Advisors list for 2023. This recognition is a testament to his hard work and dedication to his clients.

UBS Wealth Management USA has a significant presence in the area, with a team of experienced advisors like Jonathan Murray who serve clients in Baltimore and beyond.

Jonathan Murray, a Managing Director and Financial Advisor at UBS Wealth Management USA, has been named to the Barron’s Top 1,200 Financial Advisors list for 2021.

He was ranked #16 in Maryland on the prestigious list, a testament to his dedication and expertise in providing expert financial advice.

Jonathan has been with UBS for 15 years, bringing over 30 years of experience in the financial services industry to the table.

He has worked tirelessly with successful individuals and families, building enduring relationships and instilling confidence as they plan for the future and pursue their personal vision of retirement.

Jonathan's impressive credentials include being a member of UBS's prestigious Pinnacle Council and serving on the UBS Advisory Committee.

He is also a lecturer for the Loyola University MBA program, the University of Maryland, and at Johns Hopkins University.

The Top 1,200 advisors and their teams typically serve 750 households, with an average of $14 million to invest.

They each manage about $3 billion in client assets and have an average client-retention rate of 98.4%.