SAN DIEGO, March 15, 2023--(BUSINESS WIRE)--UBS Wealth Management USA announced today that Financial Advisor Courtney McDonald Liddy has been named to the Forbes America’s Top Women Wealth Advisors list and the Forbes Best-in-State Women Advisors list for 2023, as well as the 2023 Barron’s Top 1200 Financial Advisors nationally. "We are thrilled to once again see Courtney recognized on these prestigious lists of America’s Top Wealth Advisors," said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA. The seventh annual ranking of Forbes/SHOOK Top Women Wealth Advisors features 1,697 women, greater by more than 300 over last year, collectively managing assets of nearly $2.3 trillion. The 2023 Barron’s Top 1200 Financial Advisors list reflects advisors that are making big strides in developing their practices, organized by state. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events.
Source: Forbes March 16, 2023 03:22 UTC