Experience

Makes all the difference

Lidia Villalobos, CFP

Senior Wealth Strategy Associate

Lidia joined UBS in 2012 after graduating from Loyola University Chicago with a Bachelor's Degree in finance and marketing. Lidia lived in Mexico City for 16 years and speaks fluent Spanish. Lidia holds her Series 7 and 66 securities licenses and is Certified Financial Planner (CFP®) professional. She lives in downtown Chicago.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • Loyola University Chicago, Bachelor's Degree in Finance and Marketing

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One North Wacker Drive
Suite 3700
Chicago, IL 60606

Email Me