Let's move forward. Together.

Three generations in the front yard

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.

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Ryan Lurie, APMA

Executive Director

Ryan joined UBS in 2024 from Ameriprise Financial. With 19 years of industry experience in various roles, from Branch Manager to Complex Business Development Manager, he provides clients with a holistic approach to Wealth Management-helping them find the best way forward to pursue goals that are meaningful to them. He is highly proficient in strategies relating to trust and estate planning, as well as working with clients to develop customized investment portfolios and strategies.

Ryan holds the Accredited Portfolio Manager Advisor (APMA) designation, as well as Series 7, 66, 24, 9 and SIE securities licenses. He graduated from University of Florida, Warrington School of Business with a Bachelor of Science in Marketing. Ryan and his wife, Lauren, recently celebrated their 15th Wedding Anniversary and have two daughters, Ava and Mia. Ava keeps them busy with theater and cheer, while Mia is an equestrian. Their pony, Apollo, holds a big place in their hearts, along with their dogs, Max and Piggy.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • Bachelor of Science in Marketing, University of Florida, Warrington School of Business

Credentials

  • Accredited Portfolio Manager Advisor
  • Series 7, 66, 24, 9 and SIE securities licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Estate planning strategies
Legacy planning
Custom portfolios
14624 N. Scottsdale Road
Suite 150
Scottsdale, AZ 85254

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Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

More than 160 years

offering financial advice

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