Nine Financial Advisors from UBS Recognized by Forbes

Categories: California Business NewsCalifornia News

Women financial advisors recognized for their outstanding contributions to wealth management.

News Summary

UBS Wealth Management USA proudly announces that nine financial advisors from Southern California and Hawaii have made it to Forbes’ Top Women Wealth Advisors and Best-In-State lists for 2025. Among them, Courtney Liddy stands out, ranking #4 among the Top 100 Women Wealth Advisors nationally. This recognition emphasizes the increasing impact of female advisors in the wealth management industry and highlights UBS’s commitment to excellence in financial guidance.

Exciting News for Southern California and Hawaii Financial Advisors!

In a delightful announcement, UBS Wealth Management USA has revealed that nine talented financial advisors from Southern California and Hawaii have earned prestigious spots on the Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. This recognition not only showcases the remarkable skills and dedication of these women’s financial prowess but also highlights the growing influence of female advisors in the wealth management sector.

Spotlight on Courtney Liddy

A standout in the announcements is Courtney Liddy, who has received accolades from Forbes for an impressive seventh consecutive year. Liddy, serving as a Managing Director and Private Wealth Advisor based in downtown San Diego, has managed to secure a coveted position among the Top 100 Women Wealth Advisors nationwide. Ranking at an impressive #4 on the Forbes Best-in-State Women Wealth Advisors list for 2025, she focuses her expertise on high-net-worth individuals, families, foundations, and businesses. This is not her first brush with recognition, as she has also found her name on Barron’s Top 100 Women Advisors lists in both 2021 and 2023.

UBS: A Hub of Talent

Justin Frame, the Pacific Desert Market Executive at UBS, expressed a shared sense of pride for the talented advisors, emphasizing their unwavering commitment to delivering personalized financial guidance. This showcases UBS as a hub for skilled professionals who bring dedication and expertise to their clients.

The Significant Rankings

The Forbes/SHOOK Top Women Wealth Advisors list, now in its ninth year, features an impressive cohort of 100 women managing a staggering cumulative total of about $386 billion in assets. Meanwhile, the Best-in-State Women Wealth Advisors list encompasses around 2,400 women who manage a remarkable $3.6 trillion in assets altogether. This comprehensive ranking is the result of exhaustive analysis and interviews conducted by SHOOK Research, ensuring that the best and brightest in the field are duly recognized.

UBS: A Global Leader

UBS has firmly established itself as a leading global wealth manager and universal bank, with its roots planted in Zurich, Switzerland. Operating in more than 50 markets worldwide, UBS has become a significant player in the financial sector. Following its recent acquisition of Credit Suisse in 2023, the firm now manages approximately $5.5 trillion in invested assets. This immense scale underlines the growing influence and importance of financial advisory services, particularly as they attract recognition from major financial publications and organizations.

Celebrating Women’s Empowerment in Finance

The recognition of these nine female advisors is a testament to the hard work and dedication that women bring to the finance world, busting stereotypes and paving the way for future generations. As we look ahead, it’s clear that women are making remarkable strides in finance, and their contributions are increasingly vital in shaping financial futures.

In conclusion, it’s an exhilarating time for the financial advisory landscape, particularly in Southern California and Hawaii, as these outstanding professionals inspire others and prove just how impactful female advisors can be. Together, they set a shining example of what dedication, expertise, and commitment can achieve in the world of wealth management.