Stephen David Liddell, CIMA®
Senior Vice President – Wealth Management
Certified Investment Management Analyst (CIMA®)
972-450-4304
stephen.liddell@ubs.com
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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, TN, TX, VA, SC

Kathy P. Schildt
Senior Client Service Associate
972-450-4302
kathy.schildt@ubs.com

Kathy has been with UBS Financial Services, Inc. for the past 19 months. She is registered to handle all security transactions on a daily basis as well as answer any securities related questions. She has over 19 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 and Doug McCain for the past 7 years.