Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Father and daughter

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.

  • Weisner Perez Rodriguez

    Weisner Perez

    Director

    Market Director

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    • CA
    • CT
    • MA
    • NJ
    • NV
    • NY
    • RI

    Current Role and Professional History

    Weisner Perez is the Market Director in Las Vegas, NV for UBS Financial Services. In his role, he helps deliver the open architecture of the firm to financial advisors to help them keep growing their business. He oversees the day-to-day management of the Las Vegas branch offices.  Prior to this role, he served in numerous managerial roles within UBS Home Office, more recently he was an Associate Market Executive for the Greater New England Market. He currently holds his FINRA SIE, Series 3, 7, 66, 9, and 10 licenses. He also holds his Certified Exit Planner and Accredited Asset Management Advisor Designations.

    Education and Personal Information

    Weisner grew up in Berwyn, IL and attended Morton West high school. He graduated from Harvard University with a bachelor's degree in Sociology and minor in Economics while also being a member of the men’s basketball program where he served as captain. He currently lives in Las Vegas, NV and enjoys spending time boxing in his free time.  

          10801 W Charleston Boulevard
          Suite 400
          Las Vegas, NV 89135
          weisner.perez@ubs.com
          Weisner Perez
          10801 W Charleston Boulevard,Las Vegas,NV,89135
        • n

          Nicole Kalinosky

          Director

          Market Supervisory Officer

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          • DE
          • MD
          • VA

           

          Nicole has been in the financial services industry since 2000 holding various positions including customer service, trading, training, compliance and supervision.   She joined UBS in 2009 as the Branch Administrative Manager of the Hunt Valley MD office. She became a Supervisory Officer and then Market Supervisory officer in the Mid-Atlantic Market which includes branches in New Jersey, Delaware, Maryland, Virginia, North Carolina and South Carolina.  Currently, Nicole is the Market Supervisory Officer for Greater California/Nevada Market.  Nicole is a graduate of Penn State University with an A.S. in Business Administration and a B S. in Health Policy and Administration.  She currently holds the FINRA Series 3, 7, 9, 10, 24, 53, and 66 licenses as well as Maryland Life and Health insurance licenses.  Nicole is active in her church as a past member of the Parish Council and serving on various committees.  In her free time she enjoys traveling, gardening, volunteering with animal rescues and reading great books.

                307 International Circle
                4th Floor
                Hunt Valley, MD 21030
                nicole.kalinosky@ubs.com
                Nicole Kalinosky
                307 International Circle,Hunt Valley,MD,21030
              • Mica

                Mica Lam

                Director

                Admin Manager

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                • AZ
                • CA
                • DC
                • DE
                • FL
                • HI
                • IA
                • ID
                • IL
                • MA
                • MD
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • UT
                • WA
                • WY

                      251 South Lake Avenue
                      10th Floor
                      Pasadena, CA 91101
                      mica.lam@ubs.com
                      Mica Lam
                      251 South Lake Avenue,Pasadena,CA,91101
                    • Bree

                      Brianna Silverio

                      Branch Office Administrator

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                              10801 W Charleston Boulevard
                              Suite 400
                              Las Vegas, NV 89135
                              brianna.silverio@ubs.com
                              Brianna Silverio
                              10801 W Charleston Boulevard,Las Vegas,NV,89135

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                            Three generations in apple orchard

                            Turn possibilities into a plan

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                            A leading global wealth manager

                            culture

                            An advisor-centric (and client-centric) culture

                            How UBS helps you exceed client expectations and drive your business’s growth

                            Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

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                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.9+ trn

                            UBS Group invested assets
                            As of 06/30/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

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