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Liling Lee

Senior Vice President–Wealth Management

Financial Advisor

Liling Lee is a Senior Vice President - Wealth Management with UBS International. She provides a premier level of wealth management and investment services to high-net-worth domestic and offshore clients. Liling is a specially qualified Portfolio Manager who provides traditional advice and guidance, but can also draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of UBS model portfolios and allocations. When servicing clients through UBS' Investment Advisory Program, a Portfolio Manager may manage those strategies on a discretionary basis.

Liling's practice is mainly focused on offshore clients, she is well-versed in the following areas and products and strives to keep the client’s best interest in mind while offers customized financial recommendations designed to help her clients reach their goals.

  • Investment management: traditional and alternative investments
  • Retirement Planning 
  • Offshore Trust & estate and wealth transfer planning services
  • Credit and lending services
  • Restricted stock with Rule 144 transactions
  • 10b5-1 plans with share buyback
  • Insurance and annuity planning

Prior to UBS, Liling was Senior Vice President – Investments with Merrill Lynch for 23 years. She has extensive working experience in Asia. She worked at Merrill Lynch for 7 year in the Taiwan branch before coming to the U.S. to continue her practice. Besides English, she is fluent in speaking and writing Mandarin and Taiwanese. In her spare time, Liling likes to sing with her choir group and hike during the weekends.

Registered States:
  • CA
  • DC
  • IL
  • NJ
  • NV
  • NY
  • OR
  • WA

  • Forbes America’s Top Women Wealth Advisors, 2022The 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, 2022The 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.

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

  • Ming Chuan University

Credentials

  • Portfolio Manager
20 Pacifica
Suite 1500
Irvine, CA 92618
  • (949) 453-5116

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

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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