UBS Wealth Management USA today announced that Ryan Stevens has joined the firm as a Financial Advisor in the Billings office. Ryan will be joining Montana Wealth Advisors, a nine-person team responsible for managing over $1.5 billion in client assets. Ryan joins the firm’s Pacific Northwest Market, led by Market Executive Rob Giordano and Market Director Joe Hertig.

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“As a longstanding advisor in the Billings area, Ryan works with many successful families, executives and business owners in the region,” said Joe Hertig, UBS Market Director of Montana. “He will be an important addition to Montana Wealth Advisors as they continue to grow their business and depth of expertise.”

“Ryan is a great addition to our wealth management team supporting the Billings community,” said Rob Giordano, Market Executive for the Pacific Northwest Market. “His dedication, experience and client focus position him well for continued growth and success in the years ahead.”

Ryan Stevens manages $85 million in client assets for families and individuals. His approach centers on helping families create and sustain dynamic wealth across many generations, with a focus on relationships, continuous learning, compassion and a commitment to excellent client service.

Ryan brings over 17 years of wealth management experience and joins UBS from Ashton Thomas where he was a Managing Wealth Advisor. Previously, he was with Wells Fargo Advisors. Ryan attended Montana State University in Billings, graduating with a B.S. in Business Administration and Information Systems.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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