Wealth Strategy Associate
As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team.
As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.
Ryan holds his FINRA Series 7 and 66 licenses.
Wealth Strategy Associate
As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team.
As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.
Ryan holds his FINRA Series 7 and 66 licenses.
Senior Client Associate
Lori works exclusively with The Choy Group, supporting virtually all of our administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communication preferences. Lori works hard to see that client requests are addressed professionally; and she takes great pride to see that we deliver optimum results in a timely manner.
Starting work with UBS in 1991, Lori was promoted to Assistant Operations Manager in 1995 at our Sun City office. After that branch was consolidated in 2002, she moved to our Scottsdale and then to the Phoenix office.
Senior Client Associate
Lori works exclusively with The Choy Group, supporting virtually all of our administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communication preferences. Lori works hard to see that client requests are addressed professionally; and she takes great pride to see that we deliver optimum results in a timely manner.
Starting work with UBS in 1991, Lori was promoted to Assistant Operations Manager in 1995 at our Sun City office. After that branch was consolidated in 2002, she moved to our Scottsdale and then to the Phoenix office.
Intern
Currently attending ASU with experience in designing and actualizing client goals. As a Wealth Management Intern for the team, Weston's role involves the development of marketing campaigns, conducting market trend research, and mentoring incoming interns.
Through experience with other financial firms in Phoenix compounded with his experience building a small service-based business, Weston cultivated a fascination for devising comprehensive financial strategies in direct client engagements established in trust, integrity, and respect. Drawing from his collegiate football background, he learned that a successful plan only transpires when coupled with consistent, relentless dedication, a desire for perpetual learning, and a genuine passion for your craft.
Driven by a desire to create the positive change he wishes to see in the world, Weston is committed to impacting other’s lives through assisting in the development, implementation, and execution of strategically tailored wealth plans for clients supported by data-driven analytics and care. Weston holds his FINRA SIE license and is progressing to his Series 66 license.
In his free time, Weston enjoys training athletes in their off-seasons, traveling, and hiking.
Intern
Currently attending ASU with experience in designing and actualizing client goals. As a Wealth Management Intern for the team, Weston's role involves the development of marketing campaigns, conducting market trend research, and mentoring incoming interns.
Through experience with other financial firms in Phoenix compounded with his experience building a small service-based business, Weston cultivated a fascination for devising comprehensive financial strategies in direct client engagements established in trust, integrity, and respect. Drawing from his collegiate football background, he learned that a successful plan only transpires when coupled with consistent, relentless dedication, a desire for perpetual learning, and a genuine passion for your craft.
Driven by a desire to create the positive change he wishes to see in the world, Weston is committed to impacting other’s lives through assisting in the development, implementation, and execution of strategically tailored wealth plans for clients supported by data-driven analytics and care. Weston holds his FINRA SIE license and is progressing to his Series 66 license.
In his free time, Weston enjoys training athletes in their off-seasons, traveling, and hiking.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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