Southern California and Hawaii Recognized for Top Women Wealth Advisors

Categories: California Business NewsCalifornia News

A collaborative meeting highlighting the achievements of women in wealth management.

News Summary

UBS Wealth Management USA has announced the recognition of nine exceptional financial advisors from Southern California and Hawaii on the Forbes Top Women Wealth Advisors list for 2025. Among them is Courtney Liddy, ranked #4 in the Best-in-State list. This accomplishment highlights the growing influence of women in the wealth management industry, collectively managing a significant wealth portfolio and fostering future generations of female leaders in finance.

Southern California and Hawaii Shine Bright with Top Women Wealth Advisors

In a stunning announcement, UBS Wealth Management USA has put Southern California and Hawaii on the map by recognizing _nine talented financial advisors_ as part of the prestigious Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. This achievement highlights the impressive work being done in these regions, especially in wealth management where personalized financial guidance is essential for clients seeking growth and stability.

Leading the Pack: Courtney Liddy

Among the standout stars of this announcement is Courtney Liddy, who has solidified her reputation in the industry by making the list for the seventh consecutive year. Liddy has achieved remarkable success and currently ranks an impressive _#4 on the Forbes Best-in-State Women Wealth Advisors list for 2025_. As a Managing Director and Private Wealth Advisor based in downtown San Diego, she dedicates her expertise to high-net-worth individuals, families, foundations, and businesses. Her unwavering commitment to her clients shines as she helps them navigate complex financial landscapes.

Recognition Isn’t New for These Advisors

Courtney isn’t just a newcomer to accolades; she has also been featured on Barron’s Top 100 Women Advisors lists back in 2021 and 2023, showcasing her consistent excellence in the financial advisory space. It’s clear that her dedication, as well as the skills of these advisors, has not gone unnoticed, as they have collectively garnered awards that reflect their impact on the finance industry.

The Broader Picture: Women in Wealth Management

This year’s ranking includes a total of _100 women_ who manage a staggering _cumulative_ wealth of approximately _$386 billion_. This impressive number not only underscores the influence that women are having in a traditionally male-dominated field but also highlights the growth and evolution of wealth management as a profession. When extended to the full Best-in-State Women Wealth Advisors list, the total rises to _2,400 women managing approximately $3.6 trillion in assets_. Talk about making waves in the finance world!

What Makes This List Unique?

The rankings are no easy feat to achieve. They’re compiled by SHOOK Research, which utilizes both quantitative and qualitative data, including comprehensive interviews with the advisors themselves. This rigorous selection process ensures that the advisors recognized are truly among the best in their field, demonstrating both knowledge and a commitment to client service.

UBS: A Global Force in Wealth Management

UBS, the powerhouse behind this recognition, is acknowledged as a leading global wealth manager and universal bank. Headquartered in Zurich, Switzerland, the firm has established itself in over _50 markets worldwide_. Following its acquisition of Credit Suisse in 2023, UBS now manages approximately _$5.5 trillion in invested assets_, making them a formidable player in the wealth management arena.

The Future Looks Bright

The recognition of these nine financial advisors from Southern California and Hawaii represents just a glimpse into the bright future of female leadership in finance. Their dedication not only serves their clients but also paves the way for future generations of women in the industry. As they continue to break barriers, there’s no saying just how far they will go.

In summary, we celebrate the hard work and dedication of these remarkable women who not only bring *personalized financial advice* to their clients but also help inspire others to aim high in their careers. Southern California and Hawaii stand tall with pride as they are represented by these top professionals in the financial world.