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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

Lidia Villalobos, CFP

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Lidia Villalobos, CFP

One North Wacker Drive
Suite 3700
Chicago, IL 60606

Email Me

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

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

lidia.villalobos@ubs.com
Lidia Villalobos, CFP
One North Wacker Drive,Chicago,IL,60606

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