$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves retirement planning, tax-efficient investing, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.
The Choy Group offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.
Peter resides in Gilbert, Arizona with his wife, Laura, and daughter, Grace. During his free time, Peter enjoys reading and traveling to visit his oldest daughter, Ella, who attends Vanderbilt University in Nashville.
· President's Council | 2018, 2020, 2022, 2023, 2024
· Director's Council | 2017, 2019, 2021
· Five Star Wealth Manager | 2013 - 2016
· Practice featured in Forbes magazine | 2013
Personal & Community
The West Point Class of '98 Fund | Active Donor
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Sun Lakes Crown Rotary | Paul Harris Fellow
Lori works exclusively with The Choy Group, supporting virtually all of our administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communication preferences. Lori works hard to see that client requests are addressed professionally; and she takes great pride to see that we deliver optimum results in a timely manner.
Starting work with UBS in 1991, Lori was promoted to Assistant Operations Manager in 1995 at our Sun City office. After that branch was consolidated in 2002, she moved to our Scottsdale and then to the Phoenix office.
As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team.
As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.
Ryan holds his FINRA Series 7 and 66 licenses.
Currently attending ASU with experience in designing and actualizing client goals. As a Wealth Management Intern for the team, Weston's role involves the development of marketing campaigns, conducting market trend research, and mentoring incoming interns.
Through experience with other financial firms in Phoenix compounded with his experience building a small service-based business, Weston cultivated a fascination for devising comprehensive financial strategies in direct client engagements established in trust, integrity, and respect. Drawing from his collegiate football background, he learned that a successful plan only transpires when coupled with consistent, relentless dedication, a desire for perpetual learning, and a genuine passion for your craft.
Driven by a desire to create the positive change he wishes to see in the world, Weston is committed to impacting other’s lives through assisting in the development, implementation, and execution of strategically tailored wealth plans for clients supported by data-driven analytics and care. Weston holds his FINRA SIE license and is progressing to his Series 66 license.
In his free time, Weston enjoys training athletes in their off-seasons, traveling, and hiking.
As a full-time student at Vanderbilt University, Ella is pursuing a degree in Human and Organizational Development and Business while also gaining practical experience as a wealth management intern.
With her exposure to financial planning from a young age, along with her current involvement in her own non-profit and Vanderbilt extracurriculars, Ella brings a blend of academic knowledge and hands on experience to the table. Through her internship, she is honing her skills in investment analysis, financial planning, and client relationship management, all while balancing the demands of a rigorous academic program. With her commitment to excellence and her drive to succeed, Ella is committed to making an impact in the financial world.
With wealth management experience spanning over a quarter century, Peter serves as a resource and partner to his clients and their needs. Having held previous positions as a branch manager and training coordinator for a major investment firm in the Phoenix metropolitan area; his unique industry knowledge provides value in his client's lives by navigating them toward their financial goals.
Drawing from his military experience as a Cadet at West Point and with a comprehensive perspective in wealth management, Peter is disciplined in developing customized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves retirement planning, tax-efficient investing, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on the short and long-term outcomes of your collective decision-making.
The Choy Group offers a suite of services catering to corporate executives and business owners to maximize their personal and business assets and provide lending solutions. With respect to the many industry recognized designations he holds, Peter is also an Institutional Consultant and a Retirement Plan Consultant with UBS. These distinctive titles allow Peter to assume a fiduciary role in the design, implementation and oversight of qualified plans.
Peter resides in Gilbert, Arizona with his wife, Laura, and daughter, Grace. During his free time, Peter enjoys reading and traveling to visit his oldest daughter, Ella, who attends Vanderbilt University in Nashville.
· President's Council | 2018, 2020, 2022, 2023, 2024
· Director's Council | 2017, 2019, 2021
· Five Star Wealth Manager | 2013 - 2016
· Practice featured in Forbes magazine | 2013
Personal & Community
The West Point Class of '98 Fund | Active Donor
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Sun Lakes Crown Rotary | Paul Harris Fellow
Lori works exclusively with The Choy Group, supporting virtually all of our administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communication preferences. Lori works hard to see that client requests are addressed professionally; and she takes great pride to see that we deliver optimum results in a timely manner.
Starting work with UBS in 1991, Lori was promoted to Assistant Operations Manager in 1995 at our Sun City office. After that branch was consolidated in 2002, she moved to our Scottsdale and then to the Phoenix office.
As the Business Development Specialist for the team, Ryan's daily focus is to create and manage our marketing campaigns, business development, and team growth. After spending 18 years in the Rocky Mountains, he began his finance career while attending Arizona State University, interning for a major wall street firm. Today Ryan spends a significant amount of time personalizing, developing, and updating UBS's abundant marketing materials to promote our team.
As a team, we pride ourselves on creating and maintaining relationships with our clients based on trust, integrity, and respect. In his role as Business Development Specialist, he organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.
Ryan holds his FINRA Series 7 and 66 licenses.
Currently attending ASU with experience in designing and actualizing client goals. As a Wealth Management Intern for the team, Weston's role involves the development of marketing campaigns, conducting market trend research, and mentoring incoming interns.
Through experience with other financial firms in Phoenix compounded with his experience building a small service-based business, Weston cultivated a fascination for devising comprehensive financial strategies in direct client engagements established in trust, integrity, and respect. Drawing from his collegiate football background, he learned that a successful plan only transpires when coupled with consistent, relentless dedication, a desire for perpetual learning, and a genuine passion for your craft.
Driven by a desire to create the positive change he wishes to see in the world, Weston is committed to impacting other’s lives through assisting in the development, implementation, and execution of strategically tailored wealth plans for clients supported by data-driven analytics and care. Weston holds his FINRA SIE license and is progressing to his Series 66 license.
In his free time, Weston enjoys training athletes in their off-seasons, traveling, and hiking.
As a full-time student at Vanderbilt University, Ella is pursuing a degree in Human and Organizational Development and Business while also gaining practical experience as a wealth management intern.
With her exposure to financial planning from a young age, along with her current involvement in her own non-profit and Vanderbilt extracurriculars, Ella brings a blend of academic knowledge and hands on experience to the table. Through her internship, she is honing her skills in investment analysis, financial planning, and client relationship management, all while balancing the demands of a rigorous academic program. With her commitment to excellence and her drive to succeed, Ella is committed to making an impact in the financial world.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?
Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 June 2024
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager