News Summary

San Diego celebrates the recognition of nine women from UBS Financial Advisors who have made it to Forbes’ Top Women Wealth Advisors and Best-In-State lists for 2025. This acknowledgment highlights the growing influence of women in the financial services sector, showcasing their dedication and expertise. Notably, Courtney Liddy has appeared on the Forbes list for the seventh time, ranking fourth among the best in the state. As UBS continues to support these talented professionals, the financial landscape is increasingly reflecting women’s leadership.

San Diego Celebrates Top Financial Advisors as Forbes Recognizes Nine Women from UBS

In a fantastic turn of events, San Diego, California, is basking in the glow of recognition for its talented financial advisors. Nine women from the UBS Financial Advisors team in Southern California and Hawaii have earned their esteemed spots on the *Forbes Top Women Wealth Advisors* and *Best-In-State* lists for 2025. This remarkable recognition reflects exceptional skill, dedication, and a commitment to delivering personalized financial advice.

A Milestone for Women in Wealth Management

This year marks a milestone for Courtney Liddy, who has made her seventh consecutive appearance on the Forbes list. Her name shines bright at the *#4* position among the *Best-In-State Women Wealth Advisors*. Based in downtown San Diego, Liddy serves a diverse clientele, including high-net-worth individuals, families, foundations, and businesses. Her experience and strategic advice are invaluable assets to those she works with.

Liddy is not new to accolades. She has previously been spotlighted by *Barron’s* in their *Top 100 Women Advisors* lists for 2021 and 2023, enhancing her reputation in the industry. It’s clear that Liddy’s innovative approach to wealth management has made a significant impact in the financial world, and her continuous recognition is testament to that.

The Recognized Advisors and Their Accomplishments

While specific names of the other eight advisors are not available at this moment, the recognition of these professionals signifies an upward trend in women taking charge in the wealth management sector. With *Forbes* noting that its list includes 100 women managing a staggering cumulative *$386 billion in assets*, it’s no surprise that the financial landscape is increasingly reflective of women’s leadership and expertise.

In total, the *Best-in-State Women Wealth Advisors* list comprises an impressive 2,400 women managing assets that reach approximately *$3.6 trillion*. This data underscores the growing influence of women in financial services, which is an exciting development for both clients and the institutions themselves.

UBS’s Commitment to Excellence

Justin Frame, who serves as the Pacific Desert Market Executive at UBS, has expressed immense pride in these talented advisors. Their collective achievements spotlight the dedication that they bring to their work and to their clients. UBS, a leading global wealth manager headquartered in Zurich, Switzerland, continues to build on its legacy in over 50 international markets. Following its acquisition of Credit Suisse in 2023, UBS now manages about *$5.5 trillion in invested assets,* making it one of the most formidable players in the financial industry.

The rankings published by *Forbes* and compiled by SHOOK Research utilize an extensive array of *quantitative* and *qualitative* data collected through rigorous interviews. This thorough approach ensures that the most deserving advisors are showcased appropriately, and clients receive insights into who is at the top of their game.

Empowering the Next Generation

As we celebrate these outstanding accomplishments, it is also vital to recognize the importance of mentorship and support in the financial field. Women like Courtney Liddy are shining examples for the next generation of financial professionals. Their success encourages young women entering the industry to pursue their ambitions without limits.

The recognition of these nine UBS financial advisors not only highlights their individual achievements but also serves as a powerful reminder of the growing role that women play in the wealth management landscape. Their dedication to providing personalized financial strategies represents a significant shift towards a more inclusive financial future.

As the financial community honors these remarkable women, it’s clear that they are leading the charge not just in their local markets but also on a global scale. Their commitment to excellence signals a bright future for women in finance, making it an exciting time for clients and advisors alike.

San Diego Honors Women Financial Advisors Recognized by Forbes