UBS Financial Advisor Courtney Liddy in San Diego named to both Barron’s Top 1200 Financial Advisors and the Forbes Top Women Wealth Advisors lists for 2023
March 15 2023 - 11:15AM
Business Wire
UBS Wealth Management USA announced today that Financial Advisor
Courtney McDonald Liddy has been named to the Forbes America’s Top
Women Wealth Advisors list and the Forbes Best-in-State Women
Advisors list for 2023, as well as the 2023 Barron’s Top 1200
Financial Advisors nationally. These honors are the latest in a
long list of recognition for Courtney and mark the fifth and sixth
times since 2019 that she has appeared on the Top Women Wealth
Advisors lists for Forbes and the fourth time she has appeared on a
Barron’s list.
“We are thrilled to once again see Courtney recognized on these
prestigious lists of America’s Top Wealth Advisors," said Justin
Frame, Pacific Desert Market Executive at UBS Wealth Management
USA. "Courtney’s clients know they can depend on her to help them
plan for the things that matter most throughout their lives. We at
UBS are extremely proud of her and her team.”
Courtney is a Managing Director at UBS and fully accredited
Private Wealth Advisor based in the firm’s downtown San Diego
office. She and her team serve the diverse and dynamic needs of
high-net worth individuals, families, foundations and businesses.
Courtney ranked #8 in California and #44 overall on the Forbes
lists of top female advisors. She is FINRA-registered in 24 states
and holds the Chartered Retirement Planning Counselor (CRPC®)
designation. Courtney also serves on the national board of Humble
Design, which furnishes homes to families and veterans emerging
from homelessness, and has been an active supporter of charities
such as ROCK and the Gary Sinise Foundation, which supports injured
veterans, first responders, and their families.
The seventh annual ranking of Forbes/SHOOK Top Women Wealth
Advisors features 1,697 women, greater by more than 300 over last
year, collectively managing assets of nearly $2.3 trillion. Forbes’
list was compiled by SHOOK Research, which uses quantitative and
qualitative data, including interviews, to rank advisors.
The 2023 Barron’s Top 1200 Financial Advisors list reflects
advisors that are making big strides in developing their practices,
organized by state. The list is compiled based on data provided by
around 6,000 of the nation's most productive advisors, such as
assets under management, revenue produced for the firm, regulatory
record, quality of practice, and philanthropic work.
For the full Forbes list and further information, visit:
https://www.forbes.com/lists/top-women-advisors/
For the full Barron’s list and further information, visit:
https://www.barrons.com/articles/barrons-top-1200-advisors-methodology-1cd028bf?refsec=advisor-rankings&mod=topics_advisor-rankings
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products, and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 29% in Switzerland, 20% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
https://www.ubs.com
© UBS 2023. 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.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
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