UBS Advisors Courtney Liddy and Matt Megorden Named to Barron’s Top 1,200 Financial Advisors List
04 Mai 2022 - 7:03PM
Business Wire
UBS Wealth Management USA announced today that Financial
Advisors Courtney Liddy, CRPC℠, in San Diego, California, and
Matthew (“Matt”) Megorden, CFP®, CIMA®, in Honolulu, Hawaii, have
been named to the Barron’s Top 1,200 Financial Advisors list for
2022.
“We’re thrilled that Courtney and Matt have earned this great
distinction,” said Chris Marsh, San Diego Market Head at UBS Wealth
Management USA. “They are known for going above and beyond to
prioritize their clients’ needs in planning for their families and
giving back to their local communities. We applaud their hard work
and congratulate them on this recognition.”
Courtney is a Managing Director and a member of the UBS Pinnacle
Recognition Council, which is awarded to the firm’s top 2.5%
advisors. She and her team at The Liddy Group serve the diverse and
dynamic needs of high-net-worth individuals, families, foundations,
and businesses in estate and retirement planning, concentrated
stock strategies, liability management and institutional money
management. Courtney is FINRA-registered in 24 states and holds
Chartered Retirement Planning Counselor (CRPC℠) designation. She
has been recognized for her commitment to clients in the past
through multiple accolades from various publications. Most
recently, she was named to the Forbes/SHOOK Research Best-in-State
Wealth Advisors and Top Women Wealth Advisors lists for 2022.
Courtney believes in giving back to the community and serves on the
national board of Humble Design, a Detroit-based charity, which
furnishes homes of families and veterans emerging from
homelessness. She has also been an active member of charities such
as ROCK and the Gary Sinise Foundation, which supports injured
veterans, first responders, and their families.
Matt has been with UBS since 2009 and along with his team, The
Megorden Group, has built a successful business focused on advising
high-net-worth entrepreneurs and executives in the technology
sector. He recently earned the UBS Private Wealth Advisor
accreditation, via the UBS Private Wealth Management (PWM)
Accreditation Program, allowing him to take his business to the
next level and advise ultra-high-net-worth clients. Matt is
FINRA-registered and holds Series 7, 63 and 65 securities licenses
as well as life, accident and health, variable annuity, and
long-term care insurance licenses for Hawaii and California. He
holds the Certified Investment Management Analyst (CIMA®)
designation through The Wharton School at the University of
Pennsylvania, as well as the Certified Financial Planner (CFP®)
certification. Matt is frequently recognized for his commitment to
clients, and this is the third time he has been named to the
Barron’s Top 1,200 Financial Advisors list. In 2012, Matt was named
a Pacific Century Fellow, a professional organization that aims to
unite Hawaii’s emerging leaders from diverse professions in an
endeavor to find innovative solutions to the state’s concerns.
The Barron’s Top 1,200 Financial Advisors list draws from
data provided by around 6,000 of
the nation's most productive advisors. Factors included
assets under management, revenue produced for the firm, regulatory
record, quality of practice, and philanthropic work.
For the full list and further
information visit:
https://www.barrons.com/advisor/report/top-financial-advisors.
Notes to Editors
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.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS'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.
UBS 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, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2022. 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.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
https://www.ubs.com
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