Five UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
29 Março 2024 - 12:00PM
Business Wire
UBS Wealth Management USA announced today that five financial
advisors based in the Southern California and Hawaiian areas of the
firm’s Pacific Desert market have been named to the Forbes Top
Women Wealth Advisors and Top Women Wealth Advisors Best-In-State
lists for 2024. One of the women, Courtney Liddy, has been
recognized as one of the Top 100 Women Wealth Advisors nationwide
by Forbes, ranking #21 on the list.
The UBS advisors named to the 2024 Forbes Top Women Wealth
Advisors Best-in-State list are:
- Lori Hamano, CPWA®, CEPA®, Honolulu
- Panfang “Pam” Fu, CRPS™, CRPC™, Newport Beach
- Lynne Sebastian, Newport Beach
- Candice Gleeson, CFP®, CRPC™, Downtown San Diego
- Courtney Liddy, CRPC™, Downtown San Diego
“I’m incredibly proud to see these advisors recognized for their
achievements and deep commitment to providing clients with
personalized, sophisticated advice," said Justin Frame, Pacific
Desert Market Executive at UBS Wealth Management USA. "Their
clients know they can depend on them to listen well and to consider
their unique goals, needs, and aspirations when managing their
financial assets. Congratulations to each of them on this terrific
achievement.”
Courtney Liddy is a Managing Director and fully accredited
Private Wealth Advisor based in the firm’s downtown San Diego
office, where she and her team serve high-net worth individuals,
families, foundations and businesses. In addition to ranking #21 on
this year’s list, Courtney has previously been recognized by both
Forbes and Barron’s. This is the sixth consecutive year that she
has been named to the Forbes America’s Top Women Wealth Advisors
list (2019-2024). She has also been recognized as a Forbes
Best-in-State Wealth Advisor (2019-2023), and to Barron’s Top 100
Women Advisors (2021, 2023).
The eighth annual ranking of Forbes/SHOOK Top Women Wealth
Advisors Best-In-State features 1,991 women managing cumulative
assets of over $2.8 trillion. For the full list, please visit:
https://www.forbes.com/lists/best-in-state-women-advisors/
The Top Women Wealth Advisors list features 100 women managing
cumulative assets of nearly $284 billion. For the full list, please
visit: https://www.forbes.com/lists/top-women-advisors/
The Forbes’ lists were compiled by SHOOK Research, which uses
financial data and interviews candidates nominated by their firms
to rank advisors.
Notes to Editors: Photos available upon request
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.
With the acquisition of Credit Suisse, UBS manages 5.5 trillion
dollars of invested assets as per second quarter 2023. 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 2024. 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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