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.

Beckwith Group

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 Profile Photo

    Ryan Beckwith

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • 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
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          Nathan Trannel, CFP, CEPA

          Authorized Officer

          Wealth Strategy Associate

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          • AK
          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NJ
          • NM
          • NY
          • OH
          • 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

            The circular economy: What is it?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

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            UBS is a world-leading wealth manager