Stephen Liddell
About Stephen Liddell
Stephen Liddell serves as the Senior Vice President of Wealth Management at UBS Wealth Management, a position he has held since 2008. He has over 38 years of experience in the finance sector, having previously worked at Morgan Stanley Wealth Management and holds degrees in Finance from Louisiana State University.
Work at UBS
Stephen Liddell has been serving as Senior Vice President in Wealth Management at UBS since 2008. In this role, he focuses on providing comprehensive wealth management solutions to clients, leveraging his extensive experience in the financial services industry. His tenure at UBS spans over 16 years, during which he has contributed to the firm's reputation for client service and financial expertise.
Previous Experience at Morgan Stanley
Before joining UBS, Stephen Liddell worked at Morgan Stanley Wealth Management for 22 years, from 1986 to 2008. During his time there, he held the position of Senior Vice President - Investments. His long career at Morgan Stanley allowed him to develop a deep understanding of investment strategies and client relationship management.
Education and Expertise
Stephen Liddell studied Finance at Louisiana State University, where he earned a Bachelor of Science degree from 1972 to 1976. He furthered his education by completing a Master of Business Administration at the same institution from 1978 to 1979. Additionally, he completed the Advanced Investment Consulting Services program at the Wharton School, University of Pennsylvania in 1996, enhancing his expertise in investment consulting.
Community Involvement
Stephen Liddell is actively involved in community service. He has been a Big Brother through the Big Brother Big Sister organization for 20 years, supporting youth development. He also served as Chairman of the city of Plano, Texas Retirement Security Plan, contributing to local governance and financial planning initiatives.
Personal Interests
Outside of his professional commitments, Stephen Liddell enjoys participating in church activities, sports, and traveling with his family. He has also been involved in a foreign exchange program with his family, which reflects his interest in cultural exchange and global perspectives.