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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

Education

  • Ming Chuan University

Credentials

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

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