{"id":510445,"date":"2021-07-07T11:33:08","date_gmt":"2021-07-07T15:33:08","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/"},"modified":"2021-07-07T11:33:08","modified_gmt":"2021-07-07T15:33:08","slug":"ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/","title":{"rendered":"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List<\/b><\/p>\n<p>SAN DIEGO&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Wealth Management USA announced today that <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fliddygroup%2FMeet-the-team.htm&amp;esheet=52456208&amp;newsitemid=20210707005343&amp;lan=en-US&amp;anchor=Courtney+Liddy&amp;index=1&amp;md5=22f3ed3de7ae03a1ad82dc1771424175\">Courtney Liddy<\/a>, CRPC\u00ae, a Managing Director and Financial Advisor in the firm\u2019s San Diego market, has been named to the Barron\u2019s Top 100 Women Financial Advisors list for 2021. This is one of many recognitions Ms. Liddy has received in the past decade, including being named to the Barron\u2019s Top 100 Women Financial Advisors list in 2011 and 2012.\n<\/p>\n<p>\n\u201cThis is a well-deserved recognition for Courtney,&#8221; said Scott Hollaender, Branch Manager of the Downtown San Diego office at UBS Wealth Management USA. &#8220;She and her team have achieved great success through dedication, focus, and commitment to clients, family, and community.\u201d\n<\/p>\n<p>\nMs. Liddy holds the Chartered Retirement Planning Counselor certification and is FINRA-registered in 24 states. She has been in the industry for over 25 years and with UBS since 2013, building a successful business focused on the dynamic needs of high-net-worth individuals, families, foundations, and businesses by using concentrated stock strategies, liability management, estate planning insights, and institutional money management. She also ranked #8 on this year\u2019s Forbes\/SHOOK Best-In-State Wealth Advisors list for Southern California (High Net Worth) and #59 on this year\u2019s Forbes\/SHOOK Top Women Wealth Advisors list.\n<\/p>\n<p>\nMs. Liddy serves on the national board of Humble Design, which furnishes homes of families emerging from homelessness, and has been an active member of charities such as ROCK and the Gary Sinise Foundation, which supports injured veterans, first responders, and their families. She received her undergraduate degree from the University of Southern California in finance with a minor in civil engineering.\n<\/p>\n<p>\nThe Barron\u2019s Top 100 Women Financial Advisors list reflects assets under management, revenue the advisors generate for their firms, and the quality of their practices. This does not include investment performance, as clients with accounts often exceeding $10 million pursue a range of goals, with asset preservation at the forefront.\n<\/p>\n<p>\nFor the full list and further information visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fwomen.&amp;esheet=52456208&amp;newsitemid=20210707005343&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2Fwomen.&amp;index=2&amp;md5=3521534941d16c631836c5b116daa01a\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/women. <\/a><\/p>\n<p><b>About UBS Global Wealth Management <\/b><\/p>\n<p>\nAs the world&#8217;s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.\n<\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS&#8217;s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.\n<\/p>\n<p>\nUBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on SIX Swiss Exchange and New York Stock Exchange (NYSE).\n<\/p>\n<p>\n\u00a9 UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.\n<\/p>\n<p>\n\u00a0\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210707005343r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20210707005343\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210707005343\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Beth Walsh<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:beth@clearpointagency.com\">beth@clearpointagency.com<br \/>\n<\/a><br \/>858-254-2845 (mobile)<b><i \/><\/b>\u00a0\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=52456208&amp;newsitemid=20210707005343&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=ecc99badd77e6890396e2dd88eefe563\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> California United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Other Professional Services Consumer Women Finance Consulting Banking<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210707005343\/en\/827707\/3\/ubs_semibold_4c.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List SAN DIEGO&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management USA announced today that Courtney Liddy, CRPC\u00ae, a Managing Director and Financial Advisor in the firm\u2019s San Diego market, has been named to the Barron\u2019s Top 100 Women Financial Advisors list for 2021. This is one of many recognitions Ms. Liddy has received in the past decade, including being named to the Barron\u2019s Top 100 Women Financial Advisors list in 2011 and 2012. \u201cThis is a well-deserved recognition for Courtney,&#8221; said Scott Hollaender, Branch Manager of the Downtown San Diego office at UBS Wealth Management USA. &#8220;She and her team have achieved great success through dedication, focus, and commitment to clients, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-510445","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List SAN DIEGO&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management USA announced today that Courtney Liddy, CRPC\u00ae, a Managing Director and Financial Advisor in the firm\u2019s San Diego market, has been named to the Barron\u2019s Top 100 Women Financial Advisors list for 2021. This is one of many recognitions Ms. Liddy has received in the past decade, including being named to the Barron\u2019s Top 100 Women Financial Advisors list in 2011 and 2012. \u201cThis is a well-deserved recognition for Courtney,&#8221; said Scott Hollaender, Branch Manager of the Downtown San Diego office at UBS Wealth Management USA. &#8220;She and her team have achieved great success through dedication, focus, and commitment to clients, &hellip; Continue reading &quot;UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-07T15:33:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210707005343r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List\",\"datePublished\":\"2021-07-07T15:33:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\\\/\"},\"wordCount\":644,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20210707005343r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\\\/\",\"name\":\"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/","og_locale":"en_US","og_type":"article","og_title":"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List - Market Newsdesk","og_description":"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List SAN DIEGO&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management USA announced today that Courtney Liddy, CRPC\u00ae, a Managing Director and Financial Advisor in the firm\u2019s San Diego market, has been named to the Barron\u2019s Top 100 Women Financial Advisors list for 2021. This is one of many recognitions Ms. Liddy has received in the past decade, including being named to the Barron\u2019s Top 100 Women Financial Advisors list in 2011 and 2012. \u201cThis is a well-deserved recognition for Courtney,&#8221; said Scott Hollaender, Branch Manager of the Downtown San Diego office at UBS Wealth Management USA. &#8220;She and her team have achieved great success through dedication, focus, and commitment to clients, &hellip; Continue reading \"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/","og_site_name":"Market Newsdesk","article_published_time":"2021-07-07T15:33:08+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210707005343r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List","datePublished":"2021-07-07T15:33:08+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/"},"wordCount":644,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210707005343r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-advisor-courtney-liddy-named-to-barrons-top-100-women-financial-advisors-list\/","name":"UBS advisor Courtney Liddy named to Barron\u2019s Top 100 Women Financial Advisors List - 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