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.

  • 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.

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                    Turn possibilities into a plan

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                    A leading global wealth manager

                    Two brothers. One inheritance.

                    How will their story unfold?

                    Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

                    If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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                    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

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                    UBS is a leading and truly global wealth manager

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