News Summary
San Diego shines as nine female financial advisors from Southern California and Hawaii earn spots on Forbes’ Top Women Wealth Advisors and Best-In-State lists for 2025. Among them is Courtney Liddy, recognized for her expertise and contributions to wealth management, marking her seventh consecutive year on the prestigious list. This recognition highlights the growing influence of women in finance and the critical importance of their representation in the industry.
Sunny San Diego Shines with Top Female Financial Advisors!
San Diego, known for its beautiful coastline and vibrant culture, is making waves in the financial world! UBS Wealth Management USA recently announced that an impressive nine financial advisors from Southern California and Hawaii have landed on the esteemed Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. That’s right, folks – female financial power is on the rise, and these remarkable women are leading the charge!
The Stars of the Show
Leading the pack is Courtney Liddy, who is a true trailblazer in the industry. This marks her seventh consecutive year being recognized by Forbes, and she has snagged a coveted spot on the Top 100 Women Wealth Advisors nationwide. Impressive, don’t you think? With her expertise in managing high-net-worth individuals, families, foundations, and businesses, Liddy has become a household name in financial circles, especially in San Diego where she serves as a Managing Director and Private Wealth Advisor.
Adding to her accolades, Liddy has also received recognition from Barron’s, appearing on its Top 100 Women Advisors lists in both 2021 and 2023. It’s clear that her commitment to providing top-notch financial advice is paying off.
Celebrating Collective Success
Justin Frame, who rolls out as the Market Executive for UBS’s Pacific Desert, couldn’t be prouder of all the outstanding advisors who are stepping into the spotlight. He highlighted the skill and dedication of these talented women as they continue to offer personalized financial advice to clients, showcasing the importance of having female representation in the financial sector.
The full list of the nine exceptional UBS advisors recognized in Forbes for 2025 includes a mix of incredible talent, demonstrating the growing influence of women in wealth management. They are part of a larger group that comprises 2,400 women managing an astounding total of about $3.6 trillion in assets. Now that’s a number that truly showcases the impact these advisors have!
What’s New with Forbes’ Rankings?
Forbes has recently rolled out its Ninth Annual Ranking of the Top Women Wealth Advisors in collaboration with SHOOK Research, detailing that these 100 women manage a collective $386 billion in assets. These rankings are not just a popularity contest; they’re compiled using a mix of quantitative and qualitative data that includes interviews and various performance metrics. The process is rigorous, ensuring that only the finest advisors make the cut.
UBS: A Financial Powerhouse
UBS is more than just a name on a list; it’s a global wealth manager and universal bank headquartered in Zurich, Switzerland. Operating in over 50 markets worldwide, UBS has solidified its status by managing approximately $5.5 trillion in invested assets. This remarkable feat was highlighted especially following the acquisition of Credit Suisse in 2023, an event that has undoubtedly reshaped the financial landscape.
In Conclusion
As we celebrate these amazing financial advisors from San Diego and beyond, it’s clear that women are making significant strides in the world of finance. With advisors like Courtney Liddy leading the way, the future looks bright for individuals and families seeking skilled, personalized financial guidance. So here’s to the powerhouse women of finance in Southern California and Hawaii – may their success inspire many more to follow in their footsteps!
Deeper Dive: News & Info About This Topic
- Business Wire: Nine UBS Financial Advisors Named Top Women Wealth Advisors by Forbes
- Forbes: Top Women Wealth Advisors List
- Business Wire: UBS Financial Advisors Recognition
- Bakersfield.com: Nine UBS Financial Advisors Named Top Women Wealth Advisors
- Google Search: Women in Finance
