Let's move forward. Together.

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 Stevens

Vice President–Wealth Management

Financial Advisor

Ryan joined UBS in Billings, Montana in 2025 bringing nearly 20 years of Wealth Management experience. He was previously with Ashton Thomas.

Community is and always has been an important part of Ryan’s life. A Montana native, he grew up in Bridger. Ryan treasures the work ethic, memories, and relationships formed while playing basketball and baseball as a young man. He attended Montana State University in Billings, graduating with a B.S. in Business Administration and Information Systems.

During college, Ryan worked for Wells Fargo, previewing his financial services career. After a few years working in the Montana state government’s Department of Revenue post-graduation, he returned to Wells Fargo as a Project Manager and then moved into a junior advisor role in his father-in-law’s financial advisory practice. The rest, as they say, is history.

“Clients have told me they appreciate my reliability,” says Ryan. “Money management has become somewhat of a commodity. The service you provide and the time and attention you give to building client relationships are the true diversifiers.” Ryan is focused on understanding what a client needs their money to do and then helping identify and implement solutions which help them attain their goals. “From education planning, to tithing, to retirement, it all needs to be considered as part of their financial plan.”

Ryan married his wife, Molly, in 2005. Their son, Porter, was born in 2007 and currently attends St. Francis. The family enjoys traveling domestically and internationally when able. They also love the great outdoors and spend a good amount of their free time in the East Rosebud area enjoying the scenic beauty of Big Sky Country.

Registered States:
  • AZ
  • CA
  • CO
  • MN
  • MT
  • NV
  • OH
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WY

Education

  • B.S. in Business Administration and Information Systems, Montana State University

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

Your goals are the starting point
Financial planning
Retirement planning
Multi-generational families
Philanthropy
Education planning
401 North 31st Street
Suite 1700
Billings, MT 59101

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Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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As of 06/30/2024

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