$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Ryan is a Senior Vice President- Wealth Management, Portfolio Manager and Partner in the Legacy Wealth Management Group. As an integral part of the partnership, Ryan focuses on the team's portfolio analysis of the equity and mutual fund models, as well as strategic goal planning and portfolio analysis. In addition Ryan serves as the liaison for our clients insurance investment processing.
Ryan received a bachelor of business administration with a focus in finance from Texas Tech University. Ryan and his wife Jenna are both natives of San Angelo and have two children, a son Carson and a daughter Allie. Ryan is a board member of Meals For The Elderly in San Angelo and enjoys tennis, golf, and spending time with the family. As a wealth management financial advisor, Ryan continues to stand out as a leading advisor at UBS. Ryan maintains his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 9 and Series 10( General Security Sales Supervision), and Individual State of Texas Life and Health Insurance.
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Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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