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.

choy team

  • Pete New

    Peter Choy, AIF, CRPC, CRPS

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    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

     

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Arizona State University, Business and Communication
    • United States Military Academy, West Point
    • University of Pennsylvania, Wharton, Executive's Certificate
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
      peter.y.choy@ubs.com
      Peter Choy, AIF, CRPC, CRPS
      2575 East Camelback Road,Phoenix,AZ,85016
    • Lori

      Lori Brannigan

      Senior Client Associate

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        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. 

              2575 East Camelback Road
              Suite 900
              Phoenix, AZ 85016
              lori.brannigan@ubs.com
              Lori Brannigan
              2575 East Camelback Road,Phoenix,AZ,85016
            • Ryan Cox Profile Photo

              Ryan Cox

              Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • FL
              • GA
              • HI
              • ID
              • IL
              • IN
              • MD
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OR
              • PA
              • SC
              • TX
              • UT
              • VA
              • WA
              • WI
              • WY

              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.

                    2575 East Camelback Road
                    Suite 900
                    Phoenix, AZ 85016
                    ryan.m.cox@ubs.com
                    Ryan Cox
                    2575 East Camelback Road,Phoenix,AZ,85016
                  • Weston Zierer

                    Weston Zierer

                    Intern

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                      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. 

                            2575 East Camelback Road
                            Suite 900
                            Phoenix, AZ 85016
                            weston.zierer@ubs.com
                            Weston Zierer
                            2575 East Camelback Road,Phoenix,AZ,85016
                          • Ella Headshot

                            Ella Choy

                            Intern

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                              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.

                                    2575 East Camelback Road
                                    Suite 900
                                    Phoenix, AZ 85016
                                    ella.choy@ubs.com
                                    Ella Choy
                                    2575 East Camelback Road,Phoenix,AZ,85016

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