The Liddy Group, a division of UBS Financial Services Inc. in San Diego, CA, is a team of experienced financial advisors dedicated to building lasting relationships with their clients. They listen and understand their clients' priorities and concerns, working together to create customized strategies to help them pursue their life goals. With a focus on quality client service, The Liddy Group aims to be their clients' primary source of financial advice.
Led by Courtney McDonald Liddy, a Managing Director-Wealth Management, the team offers a range of services including concentrated stock strategies, liability management, estate planning, and institutional money management. They have received industry recognition for their expertise and have built a reputation for their commitment to community service. With a dedicated team of professionals, The Liddy Group serves high-net-worth individuals, families, foundations, and businesses.
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