Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale
PHOENIX--(BUSINESS WIRE)--Nov. 13, 2024--
UBS Wealth Management announced that Ryan Lurie, APMA™ (Accredited Portfolio Management Advisor™) has been appointed to lead the firm’s Arizona offices. Ryan will be based in the Scottsdale office and will oversee the firm’s financial advisors and support staff in Phoenix and Scottsdale. He will report to Justin Frame, UBS Market Executive for the Pacific Desert market, which includes San Diego, Orange County, Hawaii, Indian Wells/Riverside, and Arizona.
In this role, Ryan will be a leader who also produces, handling both client accounts and development of UBS’s wealth management business in the area. His primary responsibilities in Arizona will include expanding the firm’s business activities in the region, recruiting new advisors, and coaching team members to maximize performance. Ryan has come to UBS after nearly seven years with Ameriprise in Phoenix, where he most recently was a Managing Director.
“Ryan is a strong leader and an outstanding advocate for both clients and staff,” says Justin Frame, UBS Market Executive for the Pacific Desert Market. “He has lived locally and built a strong network of relationships for the past 12 years. We are excited that Ryan has chosen to take on the leadership role with UBS in Arizona and look forward to deepening our ties within this community.”
After achieving a Bachelor of Science Degree in Business Administration from the University of Florida, Ryan began his career in finance with Merrill Lynch in Florida. He achieved the Accredited Portfolio Management Advisor designation through an accredited course with Kaplan Financial Education and holds a California insurance license and securities licenses Series 7, 24, 64, 66, Series 24, SIE. Ryan is FINRA-registered in Arizona, California, and 21 other states. Ryan and his wife Lauren live in Scottsdale with their two daughters, who are both active in athletics and the arts.
An advocate for community involvement, Ryan was formerly on the Lee County School Board financial committee and is currently a strong supporter and volunteer of charitable fundraisers for public school sports programs, theatres, and the arts.
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions, and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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Source: UBS
