UBS Advisor Kalyn Maher Walker Named to Working Mother’s Top Wealth Advisor Moms List
October 28 2020 - 2:14PM
Business Wire
Kalyn Maher Walker, Vice President–Wealth Management and
Financial Advisor at UBS in San Diego, has been named to the
Working Mother/SHOOK Research Top Wealth Advisor Moms List for
2020, announced by the magazine this month. This fourth-annual
listing features the top 500 mothers working in wealth management
today.
Walker, who joined the firm in 2014, has more than a decade of
experience in the financial services industry. She started her
career working with her father, also a financial advisor, when she
was just out of college. Walker also ranked within the top 100 of
2019’s Working Mother’s Top Wealth Advisor Moms list and in the
2020 Forbes list of Top Next-Gen Wealth Advisors. Internally, UBS
has recognized Walker several times in its Top 35 Under 35 Program.
She is part of the Maher-Walker and Zeigler team located in Carmel
Valley, which serves select clients and families in San Diego and
the surrounding areas.
“Kalyn and her team are sincerely focused on not just helping
clients to garner wealth, but on what wealth can accomplish for
clients who have worked so hard for it – whether that is education,
philanthropy, multigenerational family planning, or bucket list
dreams,” said Chris Marsh, Managing Director and UBS San Diego
Market Head. “We are always proud of Kalyn and how she diligently
works with families to uncover what is most important to them.”
SHOOK Research considered women advisors with at least one child
living at home under the age of 21. Ranking algorithm is based on
qualitative measures derived from telephone and in-person
interviews and surveys: service models, investing process, client
retention, industry experience, review of compliance records, firm
nominations; and quantitative criteria, such as assets under
management and revenue generated for their firms. Investment
performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance
reports. Rankings are based on the opinions of SHOOK Research,
LLC.
For the full list and further information visit:
https://www.workingmother.com/top-wealth-advisor-moms-2020.
Notes to Editors
About UBS Global Wealth Management
As the world’s largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
© UBS 2020. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Neither
UBS Financial Service Inc. or its employees pay a fee in exchange
for these ratings. Past performance is not an indication of future
results.
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Beth Walsh 858-254-2845 beth@clearpointagency.com
https://www.ubs.com
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