Forbes recently has announced its annual ranking of America’s Top
Women Wealth Advisors from all 50 states. 11 women
financial advisors representing six different UBS Western Division
markets have made the listing for 2019. According to Forbes,
top-performing advisors across the country are nominated by their firms,
and then reviewed, interviewed and assigned a ranking by professional
researchers with SHOOK Research, Forbes’ research partner. In
all, 46 UBS female advisors made the prestigious list.
The UBS Western Division women advisors, with their respective branches
and market areas, named to the listing include:
-
Susan
Bailey of Scottsdale, AZ, Desert market
-
Renee
Fourcade of Century City, CA, Los Angeles market
-
Carol
Wilshire of Los Angeles, Los Angeles market
-
Lisa
Chapman of Seal Beach, CA, Los Angeles market
-
Kalyn
Maher-Walker of Carmel Valley, San Diego/Newport Beach market
-
Courtney
Liddy of downtown San Diego, San Diego/Newport Beach market
-
Laura
Belo of San Francisco, San Francisco/Hawaii market
-
Shelley
Richardson of Los Gatos, CA, Silicon Valley market
-
Sara
Saxe of Menlo Park, CA, Silicon Valley market
-
Emily
Van Hoorickx of San Jose, Silicon Valley market
-
Lori
Daffron of Santa Barbara, CA, West LA market
Each Forbes 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. More than 50 percent of their revenue/production must be
with individuals.
“These women advisors are thought leaders who exhibit best practices and
provide financial guidance and support to clients with an understanding
of legacy for the next generation,” says Jennifer
Povlitz, director for the Western Division of UBS. “We are immensely
proud of them, as well as the members of their teams and the branch
managers who work with our clients every day. We are delighted they have
had this honor bestowed on them.”
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.
Note to editors
Background and photos of listed advisors available upon request.
About UBS Global Wealth Management
As the world'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.
© UBS 2019. All rights reserved. The key symbol and UBS are among the
registered and unregistered trademarks of UBS.
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