SAN DIEGO–(BUSINESS WIRE)–
UBS Financial Services has recently announced its annual list of its “Top Financial Advisors under 35.” Two advisors from the Newport-San Diego market have made it onto the prestigious list: Earl B. (Bryan) Thompson III of the downtown San Diego branch and Kalyn Maher-Walker of the Carmel Valley branch. The program is an internal initiative advanced by UBS, designed to recognize advisors based on production, net new business, age, and assessments from Field Leadership, Human Resources, and Compliance.
“UBS is committed to delivering comprehensive advice to help our clients achieve what’s truly important to them, and to establish this philosophy with our advisors from the moment they begin working with us,” says Chris Marsh, market head for the Newport-San Diego market. “We believe in recognizing excellence among our financial advisors, especially these younger advisors who have shown an outstanding level of dedication to their clients’ needs, as well as loyalty to the firm. We congratulate Kalyn and Bryan in being named to this exclusive listing.”
Kalyn Maher-Walker, who joined the firm in 2014, is no stranger to accolades. This is the second time she has been named to the UBS “Top FAs Under 35.” She has received several other external awards as well, including being named to the Forbes “Top Women Advisors,” Forbes “Top Next Generation Wealth Advisors” and Forbes “Best-in-State Wealth Advisors” in 2018, and On Wall Street “Top 40 Advisors under 40” in 2016 and 2017.
She is part of the Maher-Walker and Zeigler team located in Carmel Valley, which serves high net worth clients and their families in San Diego and surrounding areas. Maher-Walker holds Series 7 and 66 FINRA securities licenses as well as the State of California Insurance license. She earned her B.S. in Finance from Leavy School of Business at Santa Clara University. She believes in giving back to her community and is an active supporter of the Boys & Girls Club, Special Olympics, and Monarch School in San Diego. She lives in Encinitas with her husband and young daughter.
This is the first UBS “Top FAs Under 35” recognition for Bryan Thompson; he was also named to the Forbes “Top Next Generation Wealth Advisors” in 2018. He has firsthand knowledge of the many resources UBS offers its clients, from his initial role working in the firm’s national sales department in Weehawken, NJ. He showed his analytical and financial planning skills in his position as a financial planning resource for wealth management teams in Southern California. With this considerable planning knowledge, Thompson helps clients pursue personal and financial goals, working together to develop customized strategies. He holds Series 7 and 66 FINRA securities licenses, as well as the State of California Insurance license. He earned his B.B.A. degree in Finance and Marketing from University of Washington, Seattle. Outside the office, Bryan enjoys traveling and sports.