Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Our team has temporarily relocated to 2575 E. Camelback Road Suite 900 Phoenix, AZ 85016. We look forward to seeing you at our new Scottsdale location opening this fall, 2023.

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Richard Schneider

Senior Vice President–Wealth Management

For over 25 years, Richard has effectively helped manage his clients’ financial futures. In fact, Richard is one of a small number of UBS Financial Advisors who has earned the designation of "Wealth Advisor;" as a Wealth Advisor, he is eminently qualified to provide highly personalized Wealth Management services. Richard earned his B.S. in Accounting from Fairleigh Dickinson University in Hackensack, NJ. He is also a Certified Financial Planner™ (CFP®), and a Senior Portfolio Manager. These accolades have earned Richard a listing in the Guide to America's Top Financial Planners. He has also been featured on WCBS News Radio discussing Financial Planning concepts. Richard relocated, with his wife Dr. Wendy Miller-Schneider and his children, to Arizona from NYC in 2005 and resides in Paradise Valley. Outside of the office Richard enjoys hiking, bike trips with his family and yoga. He is a former Board Chairman for New Way Academy and member of the parent advisory board for T-Gen's Center for Rare Childhood Disorders.


Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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


  • B.S. Accounting, Fairleigh Dickinson University


  • Wealth Advisor
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
  • (480) 443-5466

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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.

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51 countries

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UBS is a world-leading wealth manager