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.

  • weisner perez

    Weisner Perez

    Executive Director

    Market Director

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    • AL
    • AR
    • CA
    • CT
    • DC
    • FL
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • UT
    • VT
    • WI
    • WV

    Weisner recently became the Market Director in the Barrington, Northbrook, and Oakbrook, IL branches in 2025. In his role, he helps deliver the open architecture of the firm to the financial advisors and teams to help them grow their business and serve their clients, all while overseeing the day-to-day management of the three branches.  Prior to this role, he served as the Market Director in the Las Vegas area, an Associate Market Executive for the Greater New England Market, and has also held numerous managerial roles within UBS Home Office. 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.

    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 the Chicagoland area and enjoys spending his free time playing pickup basketball or golfing when the weather allows it. 

          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
          weisner.perez@ubs.com
          Weisner Perez
          One Northbrook Place,Northbrook,IL,60062
        • Edward Ed Samano Profile Photo

          Edward "Ed" Samano

          Director

          Supervisory Officer

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          • IL

          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
              edward.samano@ubs.com
              Edward "Ed" Samano
              One Northbrook Place,Northbrook,IL,60062
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              Deborah Kraak

              Director

              Supervisory Officer

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              • IL
              • WI

                    One Northbrook Place
                    5 Revere Drive
                    Northbrook, IL 60062
                    deborah.kraak@ubs.com
                    Deborah Kraak
                    One Northbrook Place,Northbrook,IL,60062
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                    Kirsty F. Smith

                    Branch Office Administrator

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                      Kirsty joined UBS as the Northbrook Branch Office Administrator in 2024, marking a return to her childhood hometown.

                      Since recently returning to the Chicago area, Kirsty served in an administrative role at St. Francis Hospital in Evanston. Prior to that, she lived in Los Angeles and worked as an advocate for organizations and causes in a variety of capacities -- from social marketing to grant writer/administrator.

                      She originally left Northbrook to attend Denison University in Granville, Ohio where she earned her B.A. in Political Science and English Literature. From there, she went on to Georgetown University Law Center for her J.D. She's delighted to back and living close to her two adult children, Dylan and Gavin. When not enjoying time with them, she takes orders from her three dogs and very vocal cat.

                            One Northbrook Place
                            5 Revere Drive
                            Northbrook, IL 60062
                            kirsty.f.smith@ubs.com
                            Kirsty F. Smith
                            One Northbrook Place,Northbrook,IL,60062

                          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

                          A new era of wealth is underway

                          And this is your time to define success on your terms.

                          Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                          When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $7 trn

                          UBS Group invested assets
                          As of 12/31/2025

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a leading and truly global wealth manager

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