Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
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Our Midwest Market is comprised of 23 branches spread across nine states: Kansas, Illinois, Iowa, Minnesota, Missouri, Nebraska, North Dakota, South Dakota and Wisconsin.
In the Midwest, we understand the importance of clients being the center of everything we do at UBS. Clients know that we always put their best interests first. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and challenges. At the end of the day, we recognize that earning your confidence requires integrity, trust and accessibility.
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?
From client events to giving back to our communities, we all contribute to the amazing culture of UBS!
In October, the Midwest Market hosted interactive discussions that covered the current election environment and assessed the potential investment implications with our distinguished speaker, John Savercool. Market Executive, Mike Mimick, hosted the two events for clients in Kansas City and Minneapolis along with our local Market Directors; Stephen Michael, Justin Kappel, and Bruce Wain.
Our Leawood branch spent time helping every student in their community begin the school year with the supplies they need to succeed through Replenish KC!
Our Minneapolis and Bloomington branches volunteered at Second Harvest Heartland, an organization that is one of the nation’s largest food banks, distributing more than 100 million pounds of food to community food shelves, meal distribution sites, and emergency grocery pop-ups across 57 Minnesota and Western Wisconsin counties.
Our Lincoln branch volunteered with People's City Mission and packed Blessing Bags that get distributed across their community to help all in need. They also participate in a variety of other local volunteer opportunities every year.
Our Madison branch volunteered their time at the Ronald McDonald House which provides essential services that remove barriers, strengthen families, and promote healing when children need healthcare.
Our Minneapolis area branches all came together to volunteer their time at Bridging, an organization that since 1987 has made in the lives of local families transitioning to housing stability, the environment, and its volunteer community is monumental. Each year, Bridging continues to bring hope and stability to more than 13,000 people.
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.
Managing Director
Market Executive
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Associate Market Executive
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Executive Director
Associate Market Executive
Executive Director
Associate Market Executive
Managing Director
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Executive Director
Market Director
Executive Director
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Executive Director
Market Director
Executive Director
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Executive Director
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Executive Director
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Executive Director
Market Administrative Officer
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Admin Manager
Associate Director
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Associate Director
Admin Manager
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Admin Manager
Associate Director
Admin Manager
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Admin Manager
Managing Director
Market Executive
Director
Associate Market Executive
Director
Associate Market Executive
Executive Director
Associate Market Executive
Executive Director
Associate Market Executive
Managing Director
Market Director
Executive Director
Market Director
Executive Director
Market Director
Executive Director
Market Director
Executive Director
Market Director
Executive Director
Market Director
Executive Director
Market Director
Executive Director
Market Administrative Officer
Director
Admin Manager
Associate Director
Admin Manager
Director
Admin Manager
Associate Director
Admin Manager
Director
Admin Manager
Associate Director
Admin Manager
Director
Admin Manager
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
