$6 trn
UBS Group invested assets
As of 12/31/2024
Phoenix, AZ • Tucson, AZ • Franklin, TN • Nashville, TN
Phoenix, AZ • Tucson, AZ • Franklin, TN • Nashville, TN
Managing your wealth is deeply personal, and it starts with understanding what matters most to you. We take a holistic approach to wealth management, crafting tailored solutions that align with your unique goals and priorities. Through collaboration with our globally connected investment office and a client-centered focus, we’re committed to helping you grow and preserve your wealth, regardless of market conditions. We will collaborate with you to build a lasting legacy and secure your financial future, no matter where you are today.
As the son of Korean immigrants, Peter embraced hard work early, managing one of many family businesses at age ten. At thirteen, his family lost everything. The experience left an indelible mark on Peter, fueling his drive to serve his country as a Cadet at West Point and eventually leading his own wealth management team to help others successfully achieve their financial goals.
With wealth management experience of almost 30 years, Peter serves as a resource and partner to his clients. Having held previous positions as a branch manager and training coordinator for one of the “Big 4” investment firms in the Phoenix metropolitan area; his unique industry knowledge provides value in his clients’ lives by navigating them toward their financial goals.
Drawing from his military experience and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized plans and implementing personalized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, retirement planning, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on your short and long-term outcomes.
The Choy Group assists corporate executives and business owners maximize personal and business assets while offering lending solutions. With many industry designations, Peter also serves as a fiduciary to Retirement Plans, Endowments & Foundations.
The Choy Group has team members located in both Arizona and Tennessee to serve our clients. Peter is based out of Franklin, Tennessee while his daughter, Ella, attends Vanderbilt University. He travels back to Arizona frequently to meet clients and team members.
Personal & Community
West Point Class of ’98 Fund | Active Donor
Sun Lakes Crown Rotary | Paul Harris Fellow
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Born and raised in California, I developed a strong passion for finance and client relations early on while working for my family’s business. I had the privilege of working with ultra-high-net-worth families in Beverly Hills, where I honed my skills in wealth management and built lasting relationships with clients. After relocating to Nashville, I continued my journey in private wealth management, dedicating the past six years to providing tailored financial solutions and exceptional service to clients. My diverse experience and commitment to understanding the unique needs of each family allow me to deliver personalized strategies that align with their financial goals. When not working I enjoy spending time with my husband and children on the lake near our home and traveling.
Lori is a Senior Client Service Associate with 37 years of experience in the financial industry and has a diverse background in customer administrative support.
Lori provides The Choy Group with operational and back office support.
A native of Arizona, Lori and her husband John get out in nature as much as possible. In her leisure time she enjoys gardening, listening to music, reading and has a flair for decorating.
Katie Malecky is a friendly and dependable Client Service Associate based in Nashville, TN. With a passion for helping others and a calm, solutions-focused approach, Katie is committed to making every interaction a positive one. Whether she’s answering questions, resolving issues, or guiding someone through a process, she brings empathy, clarity, and care to every conversation.
Katie takes pride in being someone her colleagues and clients can count on. She believes that great service starts with listening and ends with trust.
When she’s not at work, Katie enjoys hiking and getting lost in a good book—two things that keep her grounded and inspired.
Weston is currently pursuing an M.S. in Finance at Vanderbilt University. As a Registered Client Associate, he supports portfolio management and investment research for high-net-worth individuals, institutional clients, and qualified plans. Drawing on his collegiate football background, Weston understands that successful execution stems from preparation, continuous learning, and a genuine passion for one’s craft. This commitment drives his focus on delivering specialized asset management solutions within wealth management, always with a client-first approach.
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.
Ramsey is currently a Master of Science in Finance candidate at Vanderbilt University and a recent graduate of Arizona State University, where he earned his bachelor’s degree in Finance. As an intern with The Choy Group at UBS, he supports the team through client portfolio analysis, investment research, and day-to-day operational tasks aimed at delivering exceptional client service.
Ramsey brings prior experience in financial analysis, marketing strategy, and asset & wealth management, which has fueled his passion for helping clients preserve and grow their wealth through tailored strategies. His long-term goal is to build a career in private wealth management or Investment Management, specializing in advising ultra-high-net-worth individuals by combining personalized service with data-driven financial planning.
In his free time, Ramsey enjoys weight training, running, reading, and traveling.
As the son of Korean immigrants, Peter embraced hard work early, managing one of many family businesses at age ten. At thirteen, his family lost everything. The experience left an indelible mark on Peter, fueling his drive to serve his country as a Cadet at West Point and eventually leading his own wealth management team to help others successfully achieve their financial goals.
With wealth management experience of almost 30 years, Peter serves as a resource and partner to his clients. Having held previous positions as a branch manager and training coordinator for one of the “Big 4” investment firms in the Phoenix metropolitan area; his unique industry knowledge provides value in his clients’ lives by navigating them toward their financial goals.
Drawing from his military experience and with a comprehensive perspective in wealth management, Peter is disciplined in crafting customized plans and implementing personalized investment strategies for high-net-worth clients. He specializes in providing investment advice that often involves tax-efficient investing, retirement planning, and wealth transfer strategies. As your financial advisor, Peter will work tirelessly to manage your significant life changes by offering solutions that focus on your short and long-term outcomes.
The Choy Group assists corporate executives and business owners maximize personal and business assets while offering lending solutions. With many industry designations, Peter also serves as a fiduciary to Retirement Plans, Endowments & Foundations.
The Choy Group has team members located in both Arizona and Tennessee to serve our clients. Peter is based out of Franklin, Tennessee while his daughter, Ella, attends Vanderbilt University. He travels back to Arizona frequently to meet clients and team members.
Personal & Community
West Point Class of ’98 Fund | Active Donor
Sun Lakes Crown Rotary | Paul Harris Fellow
Coloring for a Cure | Board Member
Caring 4 Paws | Board Member
Born and raised in California, I developed a strong passion for finance and client relations early on while working for my family’s business. I had the privilege of working with ultra-high-net-worth families in Beverly Hills, where I honed my skills in wealth management and built lasting relationships with clients. After relocating to Nashville, I continued my journey in private wealth management, dedicating the past six years to providing tailored financial solutions and exceptional service to clients. My diverse experience and commitment to understanding the unique needs of each family allow me to deliver personalized strategies that align with their financial goals. When not working I enjoy spending time with my husband and children on the lake near our home and traveling.
Lori is a Senior Client Service Associate with 37 years of experience in the financial industry and has a diverse background in customer administrative support.
Lori provides The Choy Group with operational and back office support.
A native of Arizona, Lori and her husband John get out in nature as much as possible. In her leisure time she enjoys gardening, listening to music, reading and has a flair for decorating.
Katie Malecky is a friendly and dependable Client Service Associate based in Nashville, TN. With a passion for helping others and a calm, solutions-focused approach, Katie is committed to making every interaction a positive one. Whether she’s answering questions, resolving issues, or guiding someone through a process, she brings empathy, clarity, and care to every conversation.
Katie takes pride in being someone her colleagues and clients can count on. She believes that great service starts with listening and ends with trust.
When she’s not at work, Katie enjoys hiking and getting lost in a good book—two things that keep her grounded and inspired.
Weston is currently pursuing an M.S. in Finance at Vanderbilt University. As a Registered Client Associate, he supports portfolio management and investment research for high-net-worth individuals, institutional clients, and qualified plans. Drawing on his collegiate football background, Weston understands that successful execution stems from preparation, continuous learning, and a genuine passion for one’s craft. This commitment drives his focus on delivering specialized asset management solutions within wealth management, always with a client-first approach.
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.
Ramsey is currently a Master of Science in Finance candidate at Vanderbilt University and a recent graduate of Arizona State University, where he earned his bachelor’s degree in Finance. As an intern with The Choy Group at UBS, he supports the team through client portfolio analysis, investment research, and day-to-day operational tasks aimed at delivering exceptional client service.
Ramsey brings prior experience in financial analysis, marketing strategy, and asset & wealth management, which has fueled his passion for helping clients preserve and grow their wealth through tailored strategies. His long-term goal is to build a career in private wealth management or Investment Management, specializing in advising ultra-high-net-worth individuals by combining personalized service with data-driven financial planning.
In his free time, Ramsey enjoys weight training, running, reading, and traveling.
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.
Managing your wealth is deeply personal, and it starts with understanding what matters most to you. We take a holistic approach to wealth management, creating tailored solutions that align with your goals. By collaborating with our globally connected investment office, we help you grow and preserve your wealth—regardless of market conditions—so you can confidently secure your financial future.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy CIO Americas, discussed CIO’s current market outlook, the Federal Reserve’s expected interest rate cuts, and how investors can best position themselves for the remainder of 2025.
September 04, 2025
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
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