Opportunity. Worldwide.

Our global insight matters

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Aerial view airplane

Liling Lee

Managing Director–Wealth Management

Financial Advisor

Liling began her career as an International Financial Advisor at Merrill Lynch in 1993
She joined UBS in April 2016.

Liling is committed to provide thoughtful investment solutions to achieve her clients' financial goals. She adopts a tailored investment approach in servicing her offshore and onshore clients.  She is intently focused on identifying the best investment opportunities across different sectors, investment vehicles, and asset types.

Liling takes a macro view to understanding the economy and the international
marketplace. By leveraging the firm's global resources, Liling seeks to add value and manages risks through a rigorous, research-driven investment process.  

Liling provides both discretionary and non-discretionary advisory services supported by disciplined management and continuous evaluation.  She frequently collaborates with external professionals such as CPAs and attorneys to offer a well-rounded investment perspective.

Liling is fluent in English, Mandarin and Taiwanese. She resides in Irvine, California and is an active member of the Irvine community.

She is a keen supporter of American Heart Association. In her free time, she enjoys spending time with her family, hiking, and singing in a choir.

Countries of focus: China and Taiwan

Insurance#: 0D53327

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

  • Forbes America’s Top Women Wealth AdvisorsThe 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, 2022, 2023, 2024The 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


  • Ming Chuan University


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

Email Me

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager