UBS Wealth Management has appointed Ryan Lurie as the head of its Arizona offices in order to strengthen its presence in the region.
Lurie, who brings nearly seven years of experience from Ameriprise, will be responsible for overseeing financial advisors and support staff in Phoenix and Scottsdale. His role will involve managing client accounts and driving the growth of UBS's wealth management business in Arizona.
Lurie's extensive background in finance and his connections in the local community make him a valuable asset for UBS. He is praised as a strong leader and advocate for clients and staff. Lurie's educational credentials and professional qualifications further enhance his expertise.
In addition to his professional achievements, Lurie is committed to community involvement, aligning with UBS's values of corporate responsibility and local engagement. UBS aims to enhance its service offerings and deepen its impact in the wealth management landscape by leveraging local expertise and fostering strong community ties.
UBS is recognized as a leading global wealth manager and the foremost universal bank in Switzerland, managing $5.7 trillion in invested assets. The firm's recent acquisition of Credit Suisse has further solidified its position in the financial services industry.
UBS's approach to wealth management emphasizes personalized advice and tailored solutions. Lurie's appointment reflects the firm's commitment to delivering customized services that resonate with the unique circumstances of Arizona residents.
UBS's integration of local leadership with a global strategy will be crucial as it navigates the complexities of the financial landscape. The firm's commitment to recruiting top talent and fostering a culture of excellence will play a significant role in its ongoing success.
With Lurie at the helm in Arizona, UBS is poised to strengthen its market position and continue its trajectory of growth in the wealth management sector.