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FUNDRAISING NEWS | November 13, 2024
Tags: Personnel, Financial Advisor Move
UBS Wealth Management has recruited former Ameriprise Managing Director Ryan Lurie as executive director, leading the firm’s advisors and support staff in Phoenix and Scottsdale, AZ.
Lurie will be responsible for expanding the firm’s wealth management business in the region as well as coaching and recruitment of financial advisors. He will work under the direction of Justin Frame, UBS market executive for the “Pacific Desert” market, which includes San Diego, Orange County, and Indian Wells/Riverside in California, along with Hawaii and Arizona.
Prior to joining UBS and Ameriprise, Lurie worked at Morgan Stanley for nine years and at Merrill Lynch for six years.
Written By: Dakota
December 03, 2024
December 02, 2024
October 03, 2024
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