Liling Lee
About Liling Lee
Liling Lee serves as the Senior Vice President of Wealth Management at UBS in Irvine, CA, where she has worked since 2016. With over three decades of experience in the financial services industry, she has a strong background in investment strategies and has effectively managed wealth for high-net-worth clients.
Work at UBS
Liling Lee has served as Senior Vice President in Wealth Management at UBS since 2016. Based in Irvine, California, she has held this position for eight years. In her role, she focuses on managing wealth for high-net-worth clients, leveraging her extensive experience in the financial services sector. Her transition to UBS from Merrill Lynch marked a significant step in her career, allowing her to apply her leadership skills in a new environment.
Experience at Merrill Lynch
Before joining UBS, Liling Lee worked at Merrill Lynch for 23 years, where she held the position of Senior Vice President - Investments. During her tenure in Newport Beach, California, she developed a strong foundation in investment strategies and wealth management. Her long-standing career at Merrill Lynch provided her with valuable insights and expertise in serving high-net-worth clients.
Education and Expertise
Liling Lee studied at Ming Chuan University, where she gained foundational knowledge that contributed to her career in finance. With over three decades of experience in senior positions within the financial services industry, she possesses a deep understanding of wealth management and investment strategies. Her educational background complements her professional expertise, enabling her to effectively manage client portfolios.
Background
Liling Lee has a robust background in wealth management, having transitioned from Merrill Lynch to UBS in a senior leadership role. Her career spans more than 30 years, during which she has built a reputation for managing wealth for high-net-worth clients, particularly in the Orange County area. This extensive experience has equipped her with the skills necessary to navigate the complexities of the financial services industry.