Scottsdale’s Susan Bailey and UBS’s Bailey Wealth Management Recognized by Forbes

Financial Advisor Susan Bailey and her Scottsdale-based team, Bailey Wealth Management at UBS, have been named to the 2026 Forbes Best-In-State lists for both Top Women Wealth Advisors and Wealth Management Teams. These annual rankings, compiled by Shook Research, evaluate advisors based on quantitative data collected over specific 12-month periods. Such recognitions highlight the competitive landscape of the wealth management sector in Arizona and underscore the importance of specialized services like generational wealth transfer and corporate benefit advisory.

Susan Bailey, a Financial Advisor with UBS Financial Services Inc. in Scottsdale, Arizona, has secured a position on the 2026 Forbes Top Women Wealth Advisors Best-In-State list. This accolade is accompanied by her team, Bailey Wealth Management, being recognized on the Forbes Best-in-State Wealth Management Teams list for the same year. The rankings are developed by Shook Research using quantitative factors from 12-month periods ending in June and March of the prior year, respectively. While these ratings are prestigious within the industry, the methodology notes that eligibility is based on data points rather than the specific quality of investment advice provided.

The services offered by Bailey and her team at UBS extend beyond standard portfolio management to address complex financial needs such as income planning and generational wealth transfer. Additionally, Bailey provides specialized advisory services to corporations regarding employee stock benefits. A significant component of her professional focus includes advocating for financial education, specifically aimed at empowering women to achieve financial independence. Ryan Lurie, Market Director at UBS, noted that the recognition reflects the team’s commitment to guiding clients toward their financial goals with clarity and care.

This recognition for the Scottsdale-based practice comes at a time when wealth management firms are increasingly focused on holistic planning and niche expertise. As a subsidiary of UBS Group AG, the team operates within the broader framework of a global financial institution, leveraging its resources to serve local clients in the Arizona market. The inclusion on Forbes' state-level lists serves as a benchmark for regional performance and visibility in the highly competitive wealth management industry. The firm continues to emphasize that investment strategies must be tailored to individual circumstances, as all investing involves inherent risks and the potential for loss.