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.

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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.

  • Bob Vasa

    Bob Vasa

    Executive Director

    Market Director

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    • CA
    • CO
    • FL
    • IL
    • IN
    • MD
    • PA
    • TX
    • WI

    With more than 17 years of experience in the financial services industry, Bob joined UBS in 2008. Bob is a director responsible for helping financial advisors to grow their business practices in the Chicago Tower Market. This encompasses transactional and investment linked products across all asset classes as well as hedging and trading through a wealth management approach. In addition, Bob sources partnering opportunities to leverage the firm's capabilities; which deliver institutional products to very sophisticated high-net-worth clients.

    Bob has been with UBS for over 10 years and is the Branch Manager of the Madison, WI office. He has played a vital role in growing and retaining employee culture across the firm, transforming the Chicago Tower into a leading Market, by coaching his financial advisors, support staff and management team to serve their clients to the best of their abilities. His leadership is critical to sustaining long-term growth and retaining the industries best talent. Bob is well known for his networking and collaborative success by working across the firm to take full advantage of our capabilities, ensuring the world’s largest wealth manager continues to deliver the excellence our client expect. He is working to actively move decision making closer to the client for a successful delivery of WMA's new, more efficient operating model.

    Bob is involved with the Ravinia Festival as a sustaining member raising funds and increasing awareness for Chicago Public Schools music programs. Bob consistently receives the Global Community Award for his outstanding contributions to society in partnership with UBS Community Affairs and Corporate Social Responsibility Americas. As a globally recognized leader in volunteer efforts, Bob promotes the long-term intention of UBS, to be a responsible corporate citizen. Over the years his efforts have achieved demonstrable, recognized and sustained impact in their communities.

    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.

        8020 Excelsior Drive
        Madison, WI 53717
      • Mary headshot

        Mary Ketchum


        Admin Manager

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        • AZ
        • CA
        • FL
        • IL
        • IN
        • MN
        • ND
        • SD
        • WI
        • WY

        Mary began her career at Norwest Investment Services, now Wells Fargo. After earning her Series 7 and 63 she transitioned to  Prudential Securities. That move would eventually bring her to a new build new office location for Piper Jaffray in Edina, MN. Piper Jaffray was acquired by UBS Financial and Mary has been with the company ever since. 

        A graduate of the University of Minnesota with a B.A.A. in English Education she has also earned her Series 9, 10, 31, 65 as well as licenses for life, health, variable life, and variable annuity.  Mary offices in the UBS Minneapolis location.

        Mary has two children and a darling Granddaughter. She resides in New Brighton, MN with her husband, Kent, and son Sam.

              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Julia Schulenberg

              Julia Schulenberg

              Branch Office Administrator

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                      8020 Excelsior Drive
                      Madison, WI 53717

                    Focus on liquidity management

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