Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers

Ronald Shmyr

Senior Vice President–Wealth Management

A graduate of Harvard University, Ron began his career almost 35 years ago at Merrill Lynch. There he served as Advisor and soon became the Senior Resident Manager of the Ann Arbor office. In 2008, Ron joined the UBS family bringing with him a passion for Portfolio Management, one that has continued through his work as a Senior Vice President of Wealth Management and a Senior Portfolio Manager.

Ron lives in Plymouth with his wife of 35 years, Julie, and their 7 children to which he has imparted his love for the National Park System. An active Rotarian, Ron loves spending time in his community with his family as it continues to grow. In particular, you can catch him manning the pits at the Rotary Chicken BBQ every September. Splitting time between Gaylord, Michigan at Tortuga Financial Group's satellite office and the office in Plymouth, Ron is always available as he maintains that taking care of his clients is not a job but a way of life.

Personal & Community

  • Plymouth Rotary Club
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • KS
  • KY
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • Bachelor of Arts, Harvard University

Credentials

  • Senior Portfolio Manager
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 416-1793

Email Me

The Year Ahead - Sustainable Investing

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.

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

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