03:18:39 EDT Thu 18 Jul 2024
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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

2023-03-15 11:15 ET - News Release


Company Website: https://advisors.ubs.com/liddygroup/Index.htm
SAN DIEGO -- (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.

Contacts:

Beth Walsh
858-254-2845
beth@clearpointagency.com

Source: UBS Wealth Management USA

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