UBS Financial Services Announced longtime Coronadan Courtney Liddy made the Forbes 2019 List-for Best in State Wealth Advisors.
According to Forbes, top-performing advisors across the country are nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states by professional researchers with SHOOK Research, Forbes’ research partner. Each state’s list is based on an algorithm of qualitative and quantitative criteria, including: in-person or phone interviews; industry experience; community involvement; client retention data; and revenue trends.
“These advisors are the best of the best. They are the advisors that anyone would feel comfortable in recommending to a friend. They provide financial stewardship for both their current clients and a legacy for the next generation,” says Chris Marsh, Market Head for UBS Financial Services Inc. in the Newport-San Diego market. “We are immensely proud of all of them, as well as the members of their teams who support our clients every day, and we thank them for their dedication.
To qualify for this list, advisors must have a minimum of seven years’ experience. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterium. Neither Forbes nor SHOOK receive a fee in exchange for rankings.