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nine ub financial advisors honored as top women wealth advisors by forbes
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 advisors shine with nine recognitions on forbes top women wealth list
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 ub financial advisors recognized as top women wealth advisors by forbes
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.