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Stephen Liddell

Stephen Liddell

Senior Vice President - Investments,Senior Vice President - Investments

Followers of Stephen Liddell150 followers
location of Stephen LiddellPlano, Texas, United States

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  • Timeline

  • About me

    Financial Advisor - Senior Vice President - Wealth Management, UBS Financial Services, Inc.

  • Education

    • Louisiana State University

      1978 - 1979
      Master of Business Administration Finance

    • Louisiana State University

      1972 - 1976
      Bachelor of Science Finance

  • Experience

    • Morgan Stanley Wealth Management

      Jun 1986 - Nov 2008
      Senior Vice President - Investments,Senior Vice President - Investments

    • UBS Wealth Management

      Nov 2008 - now
      Senior Vice President - Wealth Management

      As a Financial Advisor since 1986, Steve uses a consultative process to develop a portfolio tailored to help meet each individual client’s goals and objectives. In conjunction with UBS Financial Services, Inc. Managed Accounts Group, Steve focuses on assisting affluent individuals, small businesses and pension funds in conducting due diligence review meetings, selecting independent money managers, and reviewing portfolio performance. This process starts with identifying your risk tolerance, time horizon, as well as your return and income expectations. Show less

  • Licenses & Certifications

    • **Registered States** AR, AZ, CA, CO, FL, GA, IN, KS, KY, LA, MA, MI, MO, MT, NC, NE, NV, OH, OK, PA, SC, TN, TX, VA

      FINRA