Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Tess segal

    Tess Segal


    Associate Market Executive

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    • CT
    • FL
    • IL
    • IN
    • NJ
    • NY
    • PA

    Tess focuses on supporting market wide initiatives and sales practices while serving as the Assistant Market Head of the Chicago Market. Tess has been with UBS for the past eight years spending time both in the field and at UBS Asset Management.  Tess started her career at the 1285 Avenue of the Americas Market in NYC where she supported the administrative processes for Financial Advisors, Team Associates and the entire Management Team.  Prior to her current role, she was the NY Metro Region's Investment Consultant for UBS Asset Management where she partnered with Financial Advisors and their clients to find solutions to help them meet their financial and personal goals.

    Tess holds FINRA Series 7, 9, 10, 66 licenses and NY State Life, Health and Accident Insurance Licenses. Tess graduated from Syracuse University Magna Cum Laude with a Bachelor of Science in Finance and a minor in Economics. Tess is originally from Chicago but has spent much of her professional career in NYC/ NJ area with her husband Joe and her cat Beatrice. In her free time, she enjoys traveling to Italy and visiting wineries in the Finger Lakes of NY.

          One North Wacker Drive
          Chicago, IL 60606
        • Kerry Schwarcz

          Kerry Schwarcz


          Market Administrative Officer

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          • IL

          Kerry is currently Director and Market Administrative Officer – Metro Chicago for UBS Wealth Management Americas.

          She handles all Administrative responsibilities for the market area; including managing and leading our Client Service Associates. Kerry brings over 15 years of experience in the financial services industry. She joined us from Morgan Stanley in downtown Chicago, where she held a similar position in one of the largest headcount branches in the country (235 employees). She joined Smith Barney, in 2006, and became part of the eventual joint venture with MS.

          Kerry received an outstanding education from The Ohio State University Columbus Ohio. Her leadership skills blossomed early as she captained the Buckeye tennis team for three of her four years on the team.

          Kerry began her professional career on the floor of the Chicago Mercantile Exchange (CME) working with commodities, options and S&P traders. She traded bonds off the floor for a few years before moving to an office manager position with a proprietary trading firm where she spent seven years before joining Smith Barney.

          Kerry lives in Northbrook with her husband, Andy, 9-year old twin daughters, Sammi and Lexi, and 10-year old son, Zack. She enjoys sports, including all things Chicago. In addition to being an active mother and sports fan, Kerry likes to travel and read.

                One North Wacker Drive
                Chicago, IL 60606
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                Monica Jablonski

                Branch Office Administrator

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                  Monica is currently the Branch Office Administrator for the Metro Chicago Barrington branch of UBS Wealth Management Americas. She also serves in a variety of capacities, ranging from the Branch Technology Liaison, the Security Manager and working with the Operations Department. Monica works closely with the Branch Manager and the Advisor Teams making sure that production is always moving forward and she's passionate about helping the teams grow their businesses.

                  Monica has been with UBS since the early 1990's as a client and joined the firm in 2013 as a Branch Service Associate. Both of her daughters, along with a son-in-law, work for UBS. She has provided leadership for her branch in Community involvement; coordinating events to help people in need. She was recognized as one of the dedicated volunteers on the UBS Season of Service 2015 Wall of Fame. Monica has distinguished herself through her work ethic, her warmth and professionalism with clients and her performance. She also holds the FINRA Series 7 license.

                  Monica loves spending time with her family and friends.  She has 4 grown children, a grandson, granddaughter and lots of grand puppies. She has a passion for dance since she owned a dance business for 25 years. Recently has taking up kayaking. 

                        303 East Main Street
                        Barrington, IL 60010
                      • Kara Cooke

                        Kara Cooke

                        Wealth Planning Associate

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                        • IL

                              One North Wacker Drive
                              Chicago, IL 60606

                            Are markets going "Back to the Future"?

                            Debt ceiling and inflation


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                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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