UBS Advisor Nick Francia Named to Financial Planning’s Top 40 Advisors Under 40 List


Nick Francia

UBS Wealth Management USA announced today that Nick Francia, a Financial Advisor and Managing Director in Washington D.C., has been named to Financial Planning’s Top 40 Advisors Under 40 list for 2021.

Nick’s team focuses on educating business owners on tax-efficient exit strategies. He is committed to helping clients recognize their options, understand the pros and cons of each strategy and choose the best succession plan for themselves and their families. Nick also creates tailored cash flow models comparing the taxable sale of privately held businesses and a Section 1042 tax-deferred sale to an Employee Stock Ownership Plan (ESOP). Nick was recently promoted to Managing Director for his excellent dedication to clients.

“I am pleased that Nick has received this incredible recognition,” said Jerry Castro, Washington D.C. Market Head at UBS Wealth Management USA. “Every day, Nick works diligently to earn his clients’ trust and respect with a depth of knowledge and passion for helping business owners understand their options as they exit their business.”

Financial Planning’s Top 40 Advisors Under 40 list recognizes the top producing advisors under 40 years old among wire houses and regional firms. Those named to this year’s list collectively generated $167 million in annual production and oversaw $37 billion in combined client assets.

For the full Top 40 Under 40 Wealth Advisors list and further information visit:

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.

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