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Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
UBS Global Wealth Management US announced today that Daniel P. Green , Financial Advisor in the firm's Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025, ranking #2 in Tennessee.
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"We are incredibly proud to see Daniel recognized again by Forbes as a top next-gen advisor in Tennessee," said Chris Cannon, UBS East Tennessee Market Director at UBS Global Wealth Management. "This achievement reflects his deep commitment to clients, his forward-thinking approach to wealth management and the strength of our UBS platform supporting him. His success exemplifies the next generation of leadership within our industry, and we are thrilled to celebrate this achievement alongside him."
Daniel has been with UBS since 2013. Together with his team, The Green Group , he has built a process that uniquely serves families of entrepreneurs, executives, and business leaders – guiding them through investments, retirement, tax, and estate planning. Daniel's passion comes from growing up around family businesses and understanding firsthand the balance of building both business and family wealth. As a husband and father of six boys, he brings a personal perspective to helping families prepare the next generation for stewardship and success.
In leading this multigenerational, growing team, Daniel has an acute focus on building the next generation of advisors to uniquely serve families throughout their financial journeys. Daniel and The Green Group are committed to walking alongside business families in Knoxville and across the country as they navigate the challenges of growth, transition, and legacy.
This is the sixth consecutive year Daniel has been named to the Next-Gen Advisors Best-in-State list. He has also been recognized on the Forbes Best-in-State Wealth Advisors list (2021–2025). Daniel earned his bachelor's degree in finance from the University of Tennessee and holds the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute.
The 2025 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State list spotlights emerging professionals from around the country, all of whom were born in 1986 or later. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative measures, including phone and in-person interviews, compliance records, and revenue generated for their firms.
For the full list and further information visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/ .
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events. Past performance is not an indication of future results. For press use only.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250828729343/en/
Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com
