Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
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.
Education
Credentials
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.
Education
Credentials
Wealth Strategy Associate
Wealth Strategy Associate
Registered Client Associate
Registered Client Associate
Wealth Strategy Associate
Wealth Strategy Associate
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.
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.
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