Financial planning and beyond

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.

Plans

Michael Ryan Barnes

Senior Vice President–Wealth Management

Branch Manager

Ryan is a Senior Vice President- Wealth Management / Branch Manager / 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 was recently recognized by Forbes Magazine America's Top Next-Generation Wealth Advisors in 2017 and 2018. Ryan was also selected by UBS Top 35 Under 35 Financial Advisors in 2017, 2018, and 2019. 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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • LA
  • MA
  • NC
  • NJ
  • NM
  • NY
  • OK
  • OR
  • PA
  • TN
  • TX
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022
  • Forbes Best-in-State Wealth Advisors , 2021, 2022
  • Top 35 Under 35

Education

  • B.B.A., Finance, Texas Tech University

Credentials

  • Portfolio Manager
610 South Bryant Boulevard
Suite E
San Angelo, TX 76903
  • (325) 653-4525

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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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