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Two UBS Advisors in San Diego Named to the Forbes/SHOOK Top Women Wealth Advisors List
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UBS Wealth Management USA announced that two San Diego-based Financial Advisors, Courtney Liddy and Kalyn Maher Walker, have been recognized in the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. Liddy ranked #11 in California and #37 overall, improving from #59 last year, while Walker ranked #37 in California. The list features 1,377 advisors managing $1.9 trillion in assets. This recognition highlights the commitment of Liddy and Walker to their clients and their extensive qualifications in wealth management.
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Courtney Liddy improved her ranking from #59 to #37 overall on Forbes' list.
Kalyn Maher Walker ranked at #37 in California, highlighting her expertise.
Both advisors have consistently been recognized since 2019, reflecting their client commitment.
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SAN DIEGO--(BUSINESS WIRE)--
UBS Wealth Management USA announced today that two Financial Advisors in San Diego, California, have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2022. The advisors are Courtney Liddy from the Downtown office and Kalyn Maher Walker from the Carmel Valley office.
“We are proud to again have Courtney and Kalyn recognized to this prestigious list of Top Women Wealth Advisors," said Chris Marsh, San Diego Market Head at UBS Wealth Management USA. "Both Courtney and Kalyn have been extremely dedicated to getting to know and help their clients to prioritize and plan for the things that matter most to them 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.
Kalyn and her team focus on advising families on multigenerational wealth planning. She ranked at #37 in California on this year’s list and has been recognized by Forbes/SHOOK Research every year since 2019 for her commitment to clients. Kalyn holds Series 7 and 66 FINRA licenses, as well as the State of California Insurance license. She is registered in 21 states and holds the Certified Exit Planning Advisor (CEPA®) designation. Kalyn and her family are actively involved in supporting the Special Olympics and The Boys & Girls Club of Carlsbad.
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.
As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted 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, 30% in Switzerland, 19% 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).
