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Expertise you can count on

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.

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


Liddell Wealth Management Group

Liddell Wealth Management Group

5080 Spectrum Drive
Suite 1000 West
Addison, TX 75001
972-450-4302
800-288-1515
855-584-0253 fax
contact us get directions


Stephen David Liddell, CIMA®
Senior Vice President – Wealth Management
Certified Investment Management Analyst (CIMA®)
Kathy P. Schildt
Senior Client Service Associate
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