UBS Advisor Kalyn Maher Walker Named to the Working Mother/SHOOK Research Top Wealth Advisor Moms List
November 15 2021 - 1:19PM
Business Wire
UBS Wealth Management USA announced today that Kalyn Maher
Walker, a Financial Advisor in San Diego, California, has been
named to the Working Mother/SHOOK Research Top Wealth Advisor Moms
list for 2021. This is the third consecutive year that Kalyn has
been named to the list.
“Kalyn and her team are focused on understanding the in-depth
needs of their clients, in areas such as education, philanthropy,
multigenerational family planning, and lifetime goals,” said Justin
Steers, Carmel Valley Branch Manager at UBS Wealth Management USA.
“We’re proud of Kalyn and how she diligently works with her clients
to uncover what is most important to them and it’s great to see her
hard work being recognized by the industry.”
Kalyn joined UBS in 2014 and 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 and is now part of the Maher-Walker and
Zeigler team, which serves affluent clients and families in San
Diego and the surrounding areas. As recognition for her dedication
to clients, along with this list Kalyn was also recognized by
Forbes/SHOOK Research as a Top Next-Gen Wealth Advisor in 2019,
2020 and 2021.
Internally, UBS has recognized Kalyn several times in its Top 35
Under 35 Program. She holds Series 7, 66 FINRA securities and the
State of California Insurance licenses and is also a Certified Exit
Planning Advisor (CEPA®). Kalyn earned her B.S. in Finance from the
Leavy School of Business at Santa Clara University.
The fifth annual Working Mother Magazine/SHOOK Research list of
Top Wealth Advisor Moms has expanded to feature 500 of the most
successful mothers working in financial advising today. The women
advisors named to the list all have a child aged 21 or younger
still living at home.
For the full list and further information visit:
https://www.workingmother.com/2021-wkm-top-wealth-advisor-moms.
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 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Services Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20211115006134/en/
Beth Walsh 858-254-2845 beth@clearpointagency.com
https://www.ubs.com
UBS (NYSE:UBS)
Historical Stock Chart
From Aug 2024 to Sep 2024
UBS (NYSE:UBS)
Historical Stock Chart
From Sep 2023 to Sep 2024