UBS Wealth Management has appointed Ryan Lurie as the new leader for its Arizona offices in order to strengthen its presence in the region. Lurie, who has over a decade of experience in the Arizona financial landscape, will be based in the Scottsdale office and will oversee financial advisors and support staff in both Phoenix and Scottsdale.
Lurie's responsibilities will include managing client accounts, expanding UBS's business activities in Arizona, recruiting new financial advisors, and coaching existing team members. He is known for his commitment to community involvement and has previously served on the Lee County School Board financial committee.
UBS, headquartered in Zurich, Switzerland, is a leading global wealth manager and universal bank with a presence in over 50 markets worldwide. The firm recently acquired Credit Suisse and manages $5.7 trillion in invested assets. UBS aims to enhance its service offerings and provide personalized advice and tailored solutions to its clients.