Nine UBS Financial Advisors in Southern California, Hawaii Named to Forbes Top Women Wealth Advisors List

The advisors were recognized for their professionalism, commitment, and deep client relationships.

Apr. 13, 2026 at 4:54pm

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An extreme close-up of a highly detailed, metallic financial symbol or object, dramatically lit to create a sense of power and gravitas without using any text or words.The prestigious Forbes ranking highlights the expertise and leadership of top women wealth advisors, including those at UBS who provide personalized financial guidance to high-net-worth clients.San Diego Today

Nine financial advisors based in Southern California and Hawaii have been named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list. The advisors, who work for UBS Wealth Management US, were recognized for their professionalism, commitment, and the deep relationships they build with their clients.

Why it matters

This recognition highlights the expertise and success of these female financial advisors in the Southern California and Hawaii markets. It showcases the growing prominence of women in the wealth management industry and their ability to provide high-quality services to high-net-worth clients.

The details

The nine UBS advisors named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list are based in the firm's Pacific Desert Market, which covers Southern California and Hawaii. One of the advisors, Courtney Liddy, has been recognized by Forbes for the eighth year in a row as one of America's Top 100 Women Wealth Advisors nationwide, in addition to being recognized for the fifth time on the Forbes Top Women Advisors Best-in-State list.

  • The Forbes 2026 Top Women Wealth Advisors Best-In-State list was recently published.

The players

Courtney Liddy

A Managing Director and Private Wealth Advisor in UBS's downtown San Diego office, Liddy has been providing financial and wealth management services to high-net-worth clients for over two decades. She has been recognized by Forbes on its Top 100 Women Advisors list for eight consecutive years and by Barron's on its Top 100 Women Advisors list in 2021 and 2023.

Justin Frame

The Pacific Desert Market Executive at UBS, Frame celebrated the recognition of the nine financial advisors in his market.

UBS Wealth Management US

A leading global wealth manager and the leading universal bank in Switzerland, UBS provides wealth management, asset management, and investment banking services to clients around the world.

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What they’re saying

“We celebrate these financial advisors for their professionalism, commitment, and the deep relationships they build with their clients.”

— Justin Frame, Pacific Desert Market Executive at UBS

The takeaway

This recognition of nine UBS financial advisors in Southern California and Hawaii underscores the growing influence and success of women in the wealth management industry. These advisors have demonstrated their ability to provide exceptional service and build strong relationships with high-net-worth clients, cementing their status as leaders in their field.