Wednesday, May 18, 2022

UBS Advisor in Coronado Named to the Forbes/SHOOK Top Women Wealth Advisors List

Courtney Liddy

UBS Wealth Management USA announced that Courtney Liddy, a Financial Advisor, has been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. Courtney lives in Coronado and works at the San Diego Downtown office.

“We are proud to again have Courtney recognized to this prestigious list of Top Women Wealth Advisors,” said Chris Marsh, San Diego Market Head at UBS Wealth Management USA. “Courtney has been extremely dedicated to getting to know and help her clients to prioritize and plan for the things that matter most throughout their lives.”

Courtney is a Managing Director at UBS. She and her team serve the diverse and dynamic needs of high-net-worth individuals, families, foundations, and businesses. Courtney ranked #11 in California and #37 overall on this year’s list of top female advisors, up from #59 last year. She has been recognized by Forbes/SHOOK Research every year since 2019 for her commitment to clients. She is FINRA-registered in 24 states and holds the Chartered Retirement Planning Counselor (CRPC℠) designation. Courtney serves on the national board of Humble Design, which furnishes homes of families and veterans emerging from homelessness and has been an active member of charities such as ROCK and the Gary Sinise Foundation, which supports injured veterans, first responders, and their families.

The Forbes/SHOOK Research sixth annual Top Women Wealth Advisors list is made up of 1,377 advisors who collectively manage $1.9 trillion in client assets. The list was compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms.

For the full list and further information visit: https://www.forbes.com/top-women-advisors.

 

 

 

 



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