Five UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

Rhea-AI Summary

UBS Wealth Management USA announces five financial advisors from Southern California and Hawaii named to Forbes Top Women Wealth Advisors and Best-In-State lists for 2024, with Courtney Liddy ranked #21 nationally. The advisors are recognized for their personalized financial advice and client commitment.

SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU--(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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240329277491/en/

Media Contact:

Hilary McCarthy

Hilary@clearpointagency.com

774-364-1440 (mobile)

https://www.ubs.com

Source: UBS Wealth Management USA

FAQ

Which financial advisors from UBS were named to the Forbes Top Women Wealth Advisors lists for 2024?

The UBS advisors named to the 2024 Forbes Top Women Wealth Advisors Best-in-State list are Lori Hamano, Panfang Fu, Lynne Sebastian, Candice Gleeson, and Courtney Liddy.

What is Courtney Liddy's ranking on the Forbes Top Women Wealth Advisors list for 2024?

Courtney Liddy is ranked #21 on the Forbes Top Women Wealth Advisors list for 2024.

How many women are featured on the Forbes Top Women Wealth Advisors list for 2024?

The list features 100 women managing cumulative assets of nearly $284 billion.

Who compiles the Forbes Top Women Wealth Advisors lists?

The Forbes lists were compiled by SHOOK Research, using financial data and interviews with nominated candidates.

What types of clients does Courtney Liddy serve?

Courtney Liddy serves high-net worth individuals, families, foundations, and businesses.