Lasting relationships. For all that matters

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ronald Shmyr Profile Photo

    Ronald Shmyr

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    A graduate of Harvard University, Ron began his career almost 41years 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 41 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 find him manning the pits at the Rotary Chicken BBQ every September. Currently, Ron considers his favorite hobby to be doting on his 11 (and counting) grandchildren. 

    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.

      • Harvard University
      • Senior Portfolio Manager
      730 Penniman Avenue
      Plymouth, MI 48170
      ron.shmyr@ubs.com
      Ronald Shmyr
      730 Penniman Avenue,Plymouth,MI,48170
    • John Shmyr Profile Photo

      John Shmyr

      Associate Director

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IN
      • KS
      • KY
      • MD
      • MI
      • MO
      • NC
      • NJ
      • NY
      • SC
      • TX
      • VA
      • WA

      Upon graduating from the University of Michigan, John spent over 10 years with several Fortune 500 Corporate Consulting Firms. It was there John developed the skills that would be fundamental to the core consultative process of Tortuga Financial Group. His accomplishments over this period include receiving client designation Consultant of Choice.

      After working as a consultant, John began working at Merrill Lynch, where he achieved the financial planning designation title of Certified Financial Manager. He came to UBS in 2008 where he is currently Vice President of Wealth Management. For over 25 years, John has diligently assisted families develop and implement their tailored financial plans. Raised by a single mother, he was instilled with a sense of dedication and integrity at a very young age. Taking care of clients, for John, is no different than taking care of family. He and his wife of over 30 years, Claudia, share a passion for travel, scuba diving, and spending time near the water at their beach spot in Brazil.

        • University of Michigan
          730 Penniman Avenue
          Plymouth, MI 48170
          john.shmyr@ubs.com
          John Shmyr
          730 Penniman Avenue,Plymouth,MI,48170
        • Joann Shmyr Individual Portrate

          Joann Shmyr

          Client Associate

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                  730 Penniman Avenue
                  Plymouth, MI 48170
                  joann.shmyr@ubs.com
                  Joann Shmyr
                  730 Penniman Avenue,Plymouth,MI,48170
                • Matthew Shmyr Profile Photo

                  Matthew Shmyr

                  Client Associate

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                    Matthew graduated Eastern Michigan University back in 2012. Upon graduation, he spent time as a substitute teacher until he began working as an Account Manager for an industrial parts supplier. In 2017, Matthew joined the UBS family where he currently works as a Client Services Associate. Family has always been the key to happiness for Matt and now enjoys working alongside his father Ron, his uncle John; and his brother-in-law Joshua.

                    Matthew lives in Livonia with his wife, Sarah, and their son Oliver. Spending time outdoors, performing and listening to music, and travel are just a few of his favorite things to do.

                     

                      • Eastern Michigan University
                        730 Penniman Avenue
                        Plymouth, MI 000
                        matthew.shmyr@ubs.com
                        Matthew Shmyr
                        730 Penniman Avenue,Plymouth,MI,000
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                      Support and resources

                      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.

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