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Nine UBS Financial Advisors from Southern California and Hawaii have been recognized in the 2025 Forbes Top Women Wealth Advisors and Best-In-State lists. Notably, Courtney Liddy has achieved her seventh consecutive year on the nationwide list, while others like Lori Hamano and Panfang Fu celebrate their third year on the Best-In-State list. This recognition highlights their commitment to providing personalized financial advice to clients.
UBS Wealth Management USA announced that nine financial advisors from Southern California and Hawaii have been recognized on the Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. Notably, Courtney Liddy ranked #4 in California and has been honored for seven consecutive years. The top 100 women advisors manage approximately $386 billion in assets, while the full list includes 2,400 women overseeing about $3.6 trillion.
Nine UBS Financial Advisors from Southern California and Hawaii have been recognized in Forbes' Top Women Wealth Advisors and Best-In-State lists for 2025. Notably, Courtney Liddy has achieved her seventh consecutive year on the nationwide list, while others like Lori Hamano and Panfang Fu celebrate their third year on the Best-In-State list. This recognition highlights their commitment to providing personalized financial advice to clients.
Courtney Liddy
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nine ub financial advisors honored as top women wealth advisors by forbes
United States Dollar
USA
Christina Gustin
Courtney Liddy
Lynne Sebastian
Lisa Chapman
Lindsay Mais
Candice Gleeson
Natalie Barron
Lori Hamano
Show more
18:26 19.03.2025
ubs advisors shine with nine recognitions on forbes top women wealth list
United States Dollar
USA
CHE
Christina Gustin
Courtney Liddy
Lynne Sebastian
Lisa Chapman
Lindsay Mais
Candice Gleeson
Natalie Barron
Lori Hamano
Show more
18:26 19.03.2025
nine ub financial advisors recognized as top women wealth advisors by forbes
United States Dollar
USA
Christina Gustin
Courtney Liddy
Lynne Sebastian
Lisa Chapman
Lindsay Mais
Candice Gleeson
Natalie Barron
Lori Hamano
Show more
18:26 19.03.2025
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