UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market
UBS Wealth Management has appointed Ryan Lurie, APMA™, to lead its Arizona offices. Based in Scottsdale, Lurie will oversee financial advisors and support staff in Phoenix and Scottsdale, reporting to Justin Frame, UBS Market Executive for the Pacific Desert market. His responsibilities include expanding business activities, recruiting advisors, and coaching team members while managing client accounts. Lurie joins UBS after serving as Managing Director at Ameriprise in Phoenix for nearly seven years. He holds various securities licenses and is FINRA-registered in Arizona, California, and 21 other states.
UBS Wealth Management ha nominato Ryan Lurie, APMA™, a guidare i suoi uffici in Arizona. Con sede a Scottsdale, Lurie supervisionerà i consulenti finanziari e il personale di supporto a Phoenix e Scottsdale, riportando a Justin Frame, Executive di Mercato di UBS per il mercato del Pacific Desert. Le sue responsabilità includono l'espansione delle attività commerciali, il reclutamento di consulenti e la formazione dei membri del team, gestendo al contempo i conti dei clienti. Lurie si unisce a UBS dopo aver lavorato come Direttore Esecutivo presso Ameriprise a Phoenix per quasi sette anni. Possiede vari licenze per valori mobiliari ed è registrato presso la FINRA in Arizona, California e in altri 21 stati.
UBS Wealth Management ha nombrado a Ryan Lurie, APMA™, para liderar sus oficinas en Arizona. Con sede en Scottsdale, Lurie supervisará a los asesores financieros y al personal de apoyo en Phoenix y Scottsdale, reportando a Justin Frame, Ejecutivo de Mercado de UBS para el mercado del Desierto Pacífico. Sus responsabilidades incluyen la expansión de actividades comerciales, el reclutamiento de asesores y la capacitación de los miembros del equipo, al mismo tiempo que gestiona las cuentas de los clientes. Lurie se une a UBS después de haber sido Director General en Ameriprise en Phoenix durante casi siete años. Posee varias licencias de valores y está registrado en FINRA en Arizona, California y otros 21 estados.
UBS 웰스 매니지먼트는 Ryan Lurie, APMA™를 애리조나 사무소의 책임자로 임명했습니다. 스코츠데일에 본사를 두고 있는 Lurie는 피닉스와 스코츠데일의 재정 고문 및 지원 직원들을 감독하며, 태평양 사막 시장의 UBS 시장 책임자인 Justin Frame에게 보고합니다. 그의 책임은 비즈니스 활동 확대, 고문 모집 및 팀원 교육을 포함하며, 고객 계좌 관리도 포함됩니다. Lurie는 피닉스의 Ameriprise에서 거의 7년 동안 전무이사로 근무한 후 UBS에 합류했습니다. 그는 다양한 증권 라이센스를 보유하고 있으며 애리조나, 캘리포니아 및 다른 21개 주에서 FINRA에 등록되어 있습니다.
UBS Wealth Management a nommé Ryan Lurie, APMA™, pour diriger ses bureaux en Arizona. Basé à Scottsdale, Lurie supervisera les conseillers financiers et le personnel de soutien à Phoenix et Scottsdale, rendant compte à Justin Frame, Responsable du Marché de UBS pour le marché du Désert Pacifique. Ses responsabilités comprennent l'expansion des activités commerciales, le recrutement de conseillers et le coaching des membres de l'équipe tout en gérant les comptes clients. Lurie rejoint UBS après avoir été Directeur Général chez Ameriprise à Phoenix pendant près de sept ans. Il possède diverses licences de valeurs mobilières et est enregistré auprès de la FINRA en Arizona, Californie et dans 21 autres États.
UBS Wealth Management hat Ryan Lurie, APMA™, ernannt, um die Büros in Arizona zu leiten. Mit Sitz in Scottsdale wird Lurie die Finanzberater und das unterstützende Personal in Phoenix und Scottsdale überwachen und an Justin Frame, UBS Marktleiter für den Pazifischen Wüstenmarkt, berichten. Zu seinen Aufgaben gehören die Erweiterung der Geschäftstätigkeiten, die Rekrutierung von Beratern und die Schulung der Teammitglieder, während er gleichzeitig die Kundenkonten verwaltet. Lurie kommt zu UBS, nachdem er fast sieben Jahre als Geschäftsführer bei Ameriprise in Phoenix tätig war. Er besitzt verschiedene Wertpapierlizenzen und ist in Arizona, Kalifornien und in 21 anderen Bundesstaaten bei FINRA registriert.
- Strategic hire of experienced professional with local market knowledge
- Dual role as producer and leader maximizes operational efficiency
- Expansion of presence in key Arizona market
- None.
Ryan will be responsible for overseeing the firm’s financial advisors in
In this role, Ryan will be a leader who also produces, handling both client accounts and development of UBS’s wealth management business in the area. His primary responsibilities in
“Ryan is a strong leader and an outstanding advocate for both clients and staff,” says Justin Frame, UBS Market Executive for the Pacific Desert Market. “He has lived locally and built a strong network of relationships for the past 12 years. We are excited that Ryan has chosen to take on the leadership role with UBS in
After achieving a Bachelor of Science Degree in Business Administration from the University of
An advocate for community involvement, Ryan was formerly on the Lee County School Board financial committee and is currently a strong supporter and volunteer of charitable fundraisers for public school sports programs, theatres, and the arts.
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in
© UBS 2024. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241113417289/en/
Media Contact:
Beth Walsh
858-254-2845
beth@clearpointagency.com
Source: UBS
FAQ
Who is the new UBS Wealth Management leader for Arizona?
What is Ryan Lurie's previous experience before joining UBS?
What are Ryan Lurie's main responsibilities at UBS in Arizona?
Which markets does UBS's Pacific Desert region include?
