Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Ryan Beckwith

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OH
- PA
- TN
- TX
- WA
- WI
Ryan began his career 20 years ago after completing his bachelor degree from Winona State University in Business Administration, and since that time he has helped clients manage their wealth throughout good times and bad. He joined UBS in June of 2002 after prior tenures at Olde Discount Stockbrokers and Edward Jones.

With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning; He also helps them with education funding, structures for charitable giving and estate planning. He is FINRA-registered and holds the Series 7, 63, and 65 securities licenses as well as licenses for life insurance, health insurance and variable annuities.

Ryan and his wife reside in Verona, Wisconsin with their two children.
8020 Excelsior Drive
Madison, WI 53717

ryan.beckwith@ubs.com

Ryan Beckwith

8020 Excelsior Drive,Madison,WI,53717
Nathan Trannel, CFP, CEPA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NY
- OH
- TN
- TX
- WA
- WI
Nathan joined Ryan's team in 2020 after spending three years working for UBS at the US headquarters located in Weehawken, NJ. Prior to joining Ryan, he worked in a number of areas as a Financial Advisor within the Wealth Advice Center helping retail investors as well as UBS' corporate stock benefit clientele.

Nathan specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, business exit planning, equity awards and portfolio recommendations. He is proficient in delivering in-depth retirement planning by utilizing Financial Goals Analysis to help clients achieve their life long goals.

Nathan graduated with both a Bachelor of Science Personal Finance and Economic degree from the University of Wisconsin-Madison. He also holds the highly accredited CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR certifications as well as passed the Level 1 CFA exam. Nathan is excited to be back in Madison and play a bigger part in the community and grow a family with his spouse, Meghan. Outside of work, Nathan enjoys the outdoors, traveling, spending time with friends, kiteboarding, golfing and playing hockey.
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
8020 Excelsior Drive
Madison, WI 53717

nathan.trannel@ubs.com

Nathan Trannel, CFP, CEPA

8020 Excelsior Drive,Madison,WI,53717

Ryan Beckwith

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- DE
- FL
- IA
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MS
- NC
- NJ
- NM
- NY
- OH
- PA
- TN
- TX
- WA
- WI
Ryan began his career 20 years ago after completing his bachelor degree from Winona State University in Business Administration, and since that time he has helped clients manage their wealth throughout good times and bad. He joined UBS in June of 2002 after prior tenures at Olde Discount Stockbrokers and Edward Jones.

With his clients, he emphasizes asset allocation and total portfolio management with a focus on retirement income planning; He also helps them with education funding, structures for charitable giving and estate planning. He is FINRA-registered and holds the Series 7, 63, and 65 securities licenses as well as licenses for life insurance, health insurance and variable annuities.

Ryan and his wife reside in Verona, Wisconsin with their two children.
8020 Excelsior Drive
Madison, WI 53717

ryan.beckwith@ubs.com

Ryan Beckwith

8020 Excelsior Drive,Madison,WI,53717
Nathan Trannel, CFP, CEPA

Authorized Officer

Senior Wealth Strategy Associate
View bio
- AK
- AZ
- CA
- CO
- DE
- FL
- GA
- IA
- ID
- IL
- KS
- LA
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NJ
- NY
- OH
- TN
- TX
- WA
- WI
Nathan joined Ryan's team in 2020 after spending three years working for UBS at the US headquarters located in Weehawken, NJ. Prior to joining Ryan, he worked in a number of areas as a Financial Advisor within the Wealth Advice Center helping retail investors as well as UBS' corporate stock benefit clientele.

Nathan specializes in wealth management strategies that include cash management, advisory solutions, legacy planning, business exit planning, equity awards and portfolio recommendations. He is proficient in delivering in-depth retirement planning by utilizing Financial Goals Analysis to help clients achieve their life long goals.

Nathan graduated with both a Bachelor of Science Personal Finance and Economic degree from the University of Wisconsin-Madison. He also holds the highly accredited CERTIFIED FINANCIAL PLANNER™ and CERTIFIED EXIT PLANNING ADVISOR certifications as well as passed the Level 1 CFA exam. Nathan is excited to be back in Madison and play a bigger part in the community and grow a family with his spouse, Meghan. Outside of work, Nathan enjoys the outdoors, traveling, spending time with friends, kiteboarding, golfing and playing hockey.
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor
8020 Excelsior Drive
Madison, WI 53717

nathan.trannel@ubs.com

Nathan Trannel, CFP, CEPA

8020 Excelsior Drive,Madison,WI,53717

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Your primary source for financial advice

Ryan Beckwith

Nathan Trannel, CFP, CEPA

Ryan Beckwith

Nathan Trannel, CFP, CEPA

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