Richard Duarte is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Wells Fargo Clearing, and Prudential Equity Group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Courtney Liddy is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 65 credentials. Outside of her advisory work, she is a fractional owner of an airplane through Piper One Media LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory solutions, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment products and capital markets services.

Joshua Stein is a Series 66 licensed financial advisor at UBS Financial Services in San Diego, CA, with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

William Garber is a financial advisor with UBS Financial Services in San Diego, CA. He holds a Series 66 designation and has 14 years of industry experience, including 13 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Christopher Schierhorn is a Series 66-credentialed financial advisor with nine years of industry experience, currently serving clients at UBS Financial Services since 2017. Prior to joining UBS, he worked at Hein and Associates LLP for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.