Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Aida Babayan

Senior Vice President–Wealth Management

I began my career in finance over thirty years ago. I started as a mergers and acquisitions analyst with Baxter Travenol. I then continued to Public Storage,Inc in 1987 in the role of Director of Finance. My responsibilities included developing initial public offerings, structuring real estate investment trusts, preparing due diligence and raising capital through pension plans and institutional investors.

In 1995, I became a financial advisor in Global Wealth Management at Merrill Lynch. In addition to helping clients, I was also the Resident Director of the LA Trading Floor office, managing 20 financial advisors with 6 billion in client assets under management and 40 million in revenue.

In 2016, I transferred my wealth management practice to UBS Financial Services, Inc. in Pasadena. I am passionate about working with my clients; preparing financial plans for professionals and business owners. I work alongside my clients to develop, implement, and monitor investment portfolios in order to achieve their financial goals in the most tax efficient manner. Aside from providing investment advice, I regularly consult in liability and estate concerns and advise on advanced estate planning strategies such as charitable remainder trusts and irrevocable life insurance trusts.

I received my Bachelors in Business Administration and graduated Magna Cum Laude from the Marshall School of Business at the University of Southern California. I obtained my Masters in Business Administration from California State University, Northridge in 1990. 

Aida Babayan holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0B77781).

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IL
  • KY
  • MA
  • MD
  • NM
  • NV
  • NY
  • OH
  • OR
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelors in Business Administration, Magna Cum Laude , University of Southern California, Marshall School of Business

Credentials

  • Chartered Retirement Planning Counselor
251 South Lake Avenue
10th Floor
Pasadena, CA 91101
  • (626) 405-8275

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Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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