The Liddell Wealth Management Group of UBS Financial Services, Inc. is dedicated to building and preserving wealth for our clients. Our team is committed to achieving the financial goals of our clients by understanding their needs, offering quality investment advice, and providing unparalleled services. Our clients' investment objectives and financial needs govern all portfolio decisions. We take pride in our commitment to building successful and lasting relationships and delivering excellent value to our clients.
As a Financial Advisor since 1986, Steve uses a consultative process to develop a portfolio tailored to help meet each individual client’s goals and objectives. In conjunction with UBS Financial Services, Inc. Managed Accounts Group, Steve focuses on assisting affluent individuals, small businesses and pension funds in developing investment policy statements, conducting due diligence review meetings, selecting independent money managers, and reviewing portfolio performance. This process starts with identifying your risk tolerance, time horizon, as well as your return and income expectations.
Registered States: AR, AZ, CA, CO, FL, GA, IA, IN, KS, LA, MA, MI, MO, NC, NE, NV, OK, PA, SC, TN, TX, VA
Kathy has been with UBS Financial Services, Inc. since January 2009. She is registered to handle all security transactions on a daily basis as well as answer any securities related questions. She has over 23 years of experience in the Securities Industries with Morgan Stanley and UBS. Prior to that, she worked in the Banking Industry for 10 years as a Bank Teller and Customer Service. With her years of experience Kathy is extremely efficient in addressing any administrative questions or issues that may arise. She has worked with Steve Liddell for the past 8 1/2 years.