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Three UBS Financial Advisors from the Scottsdale office have been recognized in the Forbes Top Women Wealth Advisors Best-in-State list for 2025. Susan Bailey, Jennifer Lucovich, and Jennifer Pope have demonstrated exceptional financial planning and client relationship skills, contributing to their accolades in the industry. The ranking highlights 2,400 women managing approximately $3.6 trillion in assets, showcasing the significant impact of female advisors in wealth management.
UBS Wealth Management USA has announced that 26 financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2025. Justin Frame, Pacific Desert Market Executive, praised the teams for their commitment to client service and achieving financial goals. The list features over 5,300 teams managing a total of $7 trillion in assets, compiled by SHOOK Research through a mix of quantitative and qualitative data.
UBS Wealth Management USA has announced that 26 financial advisor teams from Southern California and Hawaii have been recognized in the Forbes Best-In-State Wealth Management Teams list for 2025. Justin Frame, the Pacific Desert Market Executive, expressed pride in the teams' commitment to client service and personalized wealth management. Notable rankings include Weber Financial Group at #19 and Spyglass Hill Advisors at #25 in Newport Beach.
Three UBS Financial Advisors from the Pacific Desert Market have been recognized in Financial Planning’s Top 40 Brokers Under 40 for 2025. Stockton Schultz, Bryan Thompson, and Scott MacDonald, all under 40, exemplify expertise and commitment in wealth management, contributing to over $215 million in annual revenue among the top advisors.
UBS Wealth Management has appointed Ryan Lurie as the new head of its Scottsdale and Phoenix offices. Lurie, an Accredited Portfolio Management Advisor, will oversee financial advisors and support staff, focusing on expanding the firm's wealth management business in Arizona. He previously served as a Managing Director at Ameriprise in Phoenix and holds a Bachelor of Science in Business Administration from the University of Florida.
UBS Wealth Management has appointed Ryan Lurie as the new head of its Scottsdale and Phoenix offices. Based in Scottsdale, Lurie will oversee financial advisors and support staff, focusing on expanding the firm's wealth management business in Arizona and recruiting new advisors. He previously served as a Managing Director at Ameriprise in Phoenix and holds a Bachelor of Science in Business Administration from the University of Florida.
UBS Wealth Management has appointed Ryan Lurie as the head of its Arizona offices, based in Scottsdale. With nearly seven years at Ameriprise, Lurie will oversee financial advisors in Phoenix and Scottsdale, focusing on business expansion, advisor recruitment, and team coaching. He holds multiple securities licenses and is actively involved in community support for public school sports and the arts.
UBS Wealth Management has appointed Ryan Lurie, APMA™, to lead its Arizona offices, based in Scottsdale. With nearly seven years at Ameriprise and a strong local network, Lurie will oversee financial advisors, expand business activities, and recruit new talent while maintaining client accounts. He holds multiple securities licenses and is actively involved in community support for public school sports and the arts.
UBS Wealth Management has appointed Ryan Lurie, APMA™, to lead its Arizona offices, overseeing financial advisors in Phoenix and Scottsdale. With nearly seven years at Ameriprise, Lurie will focus on expanding business activities, recruiting new advisors, and coaching team members. He holds a Bachelor of Science in Business Administration from the University of Florida and is actively involved in community support for public school sports and the arts.
Justin Frame
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
three arizona financial advisors recognized in forbes top women wealth advisors list
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14:34 01.04.2025
ubs advisor teams in southern california and hawaii recognized by forbes
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Twenty-Six UBS Advisor Teams Recognized in Forbes Best-In-State Wealth Management List
USA
David Levine
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Fred Grandy
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15:15 27.03.2025
three advisors from ubs recognized in financial planning top 40 under 40
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ubs appoints ryan lurie to lead arizona wealth management offices
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ubs appoints ryan lurie to lead arizona offices in wealth management
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Ryan Lurie appointed to lead UBS wealth management in Arizona
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ubs appoints ryan lurie to lead wealth management in arizona
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ubs appoints ryan lurie to lead wealth management in arizona
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