Five UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
UBS Group AG Registered Ordinary Shares (UBS)
US:NYSE Investor Relations:
ubs.com/global/en/about_ubs/investor_relations.html
Company Research
Source: Business Wire
SAN DIEGO & NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)--UBS Wealth Management USA announced today that five financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named to the Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State lists for 2024. One of the women, Courtney Liddy, has been recognized as one of the Top 100 Women Wealth Advisors nationwide by Forbes, ranking #21 on the list.The UBS advisors named to the 2024 Forbes Top Women Wealth Advisors Best-in-State list are:Lori Hamano, CPWA®, CEPA®, HonoluluPanfang “Pam” Fu, CRPS™, CRPC™, Newport BeachLynne Sebastian, Newport BeachCandice Gleeson, CFP®, CRPC™, Downtown San DiegoCourtney Liddy, CRPC™, Downtown San Diego“I’m incredibly proud to see these advisors recognized for their achievements and deep commitment to providing clients with personalized, sophisticated advice," said Justin Frame, Pacific Desert Market Executive at UBS Weal
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News
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- UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors listsBusiness Wire
- UBS Group AG (NYSE: UBS) was downgraded by analysts at BNP Paribas from an "outperform" rating to a "neutral" rating.MarketBeat
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- UBS hires financial advisor team led by Christopher Toregas in Los AngelesBusiness Wire
UBS
Sec Filings
- 4/16/24 - Form 6-K
- 4/2/24 - Form IRANNOTICE
- 3/28/24 - Form 6-K
- UBS's page on the SEC website