How can you pursue what matters most?

Observatory on mountain top

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.

Mother measuring height

Pursuing your goals together

It's the Important things- our families, our values, the impact we have on others- that connect us.  Although making sense of it all can be hard, asking the right questions can provide clarity and comfort.  When we talk to you about Wealth management, we want to learn about those life questions that are on your mind and in your heart.  Together, I know we can find the answers
  • Ryan-Raber

    Ryan Raber

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • LA
    • MA
    • MI
    • MN
    • MO
    • MT
    • NE
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • WA
    • WY

    Ryan began his career in 1997 after graduating from the University of Texas at Dallas with honors.  Having spent nearly 12 years at Merrill Lynch,  he joined UBS in 2009.  With over 24 years of industry experience, spanning multiple market corrections, recessions, and recovery periods;  our primary goal will be to identify your goals, but to set the appropriate strategy to achieve multiple goals.

    Ryan's areas of emphasis include customized retirement income planning, municipal bond strategies, college planning, and liability management including mortgage options, as well as tax minimization strategies.   

    Ryan and his wife, Jill, live with their two children (Grace and Thomas) in Plano, TX. When away from the office, he enjoy fishing, golf, coaching, and family travel.

      • University of Texas at Dallas
      • Chartered Retirement Planning Counselor℠
      7250 Dallas Parkway
      Suite 1200
      Plano, TX 75024
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      Kathy Schildt

      Senior Client Associate

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      • CA
      • FL
      • TX

      Kathy has been with UBS Financial Services since January of 2009.  She has been in the securities industry since 1991.  Prior to that, she worked in the banking industry for 10 years as a bank teller and in customer services.  Given her breadth of experience, Kathy is extremely efficient in addressing administrative and operational requests for clients. 

            7250 Dallas Parkway
            Suite 1200
            Plano, TX 75024
          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning


          A way forward

          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

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager