UBS Wealth Administration USA introduced on July 7 that Coronado resident Courtney Liddy, CRPC®, a Managing Director and Monetary Advisor within the agency’s San Diego market, has been named to the Barron’s Prime 100 Ladies Monetary Advisors record for 2021. That is one among many recognitions Ms. Liddy has obtained prior to now decade, together with being named to the Barron’s Prime 100 Ladies Monetary Advisors record in 2011 and 2012.
“She and her workforce have achieved nice success by means of dedication, focus, and dedication to shoppers, household, and group.”
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“It is a well-deserved recognition for Courtney,” mentioned Scott Hollaender, Department Supervisor of the Downtown San Diego workplace at UBS Wealth Administration USA. “She and her workforce have achieved nice success by means of dedication, focus, and dedication to shoppers, household, and group.”
Ms. Liddy holds the Chartered Retirement Planning Counselor certification and is FINRA-registered in 24 states. She has been within the business for over 25 years and with UBS since 2013, constructing a profitable enterprise centered on the dynamic wants of high-net-worth people, households, foundations, and companies through the use of concentrated inventory methods, legal responsibility administration, property planning insights, and institutional cash administration. She additionally ranked #8 on this 12 months’s Forbes/SHOOK Finest-In-State Wealth Advisors record for Southern California (Excessive Web Value) and #59 on this 12 months’s Forbes/SHOOK Prime Ladies Wealth Advisors record.
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Ms. Liddy serves on the nationwide board of Humble Design, which furnishes houses of households rising from homelessness, and has been an energetic member of charities corresponding to ROCK and the Gary Sinise Basis, which helps injured veterans, first responders, and their households. She obtained her undergraduate diploma from the College of Southern California in finance with a minor in civil engineering.
The Barron’s Prime 100 Ladies Monetary Advisors record displays property below administration, income the advisors generate for his or her companies, and the standard of their practices. This doesn’t embody funding efficiency, as shoppers with accounts typically exceeding $10 million pursue a spread of objectives, with asset preservation on the forefront.
For the total Barron’s Prime 100 Ladies Monetary Advisors record and additional data go to: www.barrons.com/advisor/report/top-financial-advisors/girls.
For the total Forbes/SHOOK Prime Ladies Advisors record and additional data go to: www.forbes.com/top-women-advisors.