How can you pursue what matters most?

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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.

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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.

  • Andrew Final

    Andrew Dempsey


    Market Director

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    • FL
    • IL
    • SC
    • TN
    • WI

    Andrew has been with UBS for 6 years and serves as the Branch Manager of the Northbrook office. His career at UBS began in the firm's Graduate Training Program, and after 2 years of rotating through various areas of the firm, took on his first assignment as a Business Strategist for one of the firm's Divisional Directors. Two years later he began his field management career as an Assistant Market Head of the Chicago Market that included offices in Downtown Chicago, Northbrook, Oakbrook, Barrington, Naperville, and Madison, Brookfield & Milwaukee Wisconsin. 

    Originally from Baltimore, Maryland, Andrew graduated from Bucknell University where he earned a B.S. in Economics and was a member of the school’s men’s varsity lacrosse team. He currently resides in Chicago, IL. 

          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
        • Kerry Schwarcz

          Kerry Schwarcz


          Market Administrative Officer

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          • IL

          Kerry is currently Director and Market Administrative Officer –the Chicago Market.

          She is responsible for all Administrative responsibilities for the market area; including managing and leading our Client Service Associates. Kerry brings over 16 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 in 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,  twin daughters, Sammi and Lexi, & 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.

            • The Ohio State University- Columbus Ohio
              One North Wacker Drive
              Chicago, IL 60606
            • Edward Ed Samano Profile Photo

              Edward "Ed" Samano


              Supervisory Officer

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              • AK
              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • HI
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • MS
              • MT
              • NC
              • ND
              • NE
              • NH
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • PR
              • RI
              • SC
              • SD
              • TN
              • TX
              • UT
              • VA
              • VI
              • VT
              • WA
              • WI
              • WV
              • WY

              Edward (Ed) Samano is Director and Supervisory Officer for the Metro Chicago Market. Ed brings a rich history of experience and wisdom to the market. Most recently, Ed served as Morgan Stanley's Complex Risk Officer at their 70 West Madison Chicago office.

              Ed has spent 35 years in the financial services business. His tenure includes activity as a foreign currency options broker, at the Chicago Mercantile Exchange's Index and Options Market, and as an independent trader on the Chicago Board of Trade. After his trading days, Ed joined AXA Advisors in Northbrook as an Investment Advisor Rep, ironically in our current building at 5 Revere Drive! At AXA, Ed ultimately became the Controls Director for more than 210 Advisors. In 2013, Ed joined Morgan Stanley's as a Complex Risk Officer.

              Rounding out Ed's resume, is his experience with both internal and FINRA audits. Ed has a BA and a MBA in Finance from DePaul University in Chicago. He resides in Park Ridge with his wife Donna and five children. He has lived in Park Ridge for 20 years. In his free time, Ed enjoys spending time with his family, biking, swimming and watching his children play sports.

                • DePaul University in Chicago, BA, MBA
                  One Northbrook Place
                  5 Revere Drive
                  Northbrook, IL 60062
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                  Deborah Kraak


                  Supervisory Officer

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                  • IL
                  • WI

                        One Northbrook Place
                        5 Revere Drive
                        Northbrook, IL 60062

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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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