Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SD
    • UT
    • VT
    • 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
        • Kerry Schwarcz

          Kerry Schwarcz

          Director

          Admin Manager

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          • IL

          Kerry is currently Administrative Officer for Northbrook, Oakbrook and Barrington offices in the Midwest Market, and handles all Administrative responsibilities including managing and leading our Client Service Associates. Kerry brings over 20 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 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, and their three children. She enjoys sports, including all things Chicago. In addition to being an active mother and sports fan, Kerry likes to travel and read.

                One Northbrook Place
                5 Revere Drive
                Northbrook, IL 60062
                kerry.schwarcz@ubs.com
                Kerry Schwarcz
                One Northbrook Place,Northbrook,IL,60062
              • Diane Solem Profile Photo

                Diane Solem

                Associate Director

                Executive / Team Assistant

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                • IL

                Diane has over 29 years of experience in the financial services industry. She is currently the Executive Team Assistant for the Metro Chicago Market.

                Diane began her career as a Client Service Associate at PaineWebber. She previously became a Branch Office Administrator at Prudential Securities. From there she joined UBS as a Registered Branch Office Administrator and Branch Technology Liaison.

                Diane resides in Elmhurst with her sons, Jake and Zach. In her free time, she enjoys spending time with her family.

                      One Tower Lane
                      Oakbrook Terrace Tower, Suite 1700
                      Oakbrook Terrace, IL 60181
                      diane.solem@ubs.com
                      Diane Solem
                      One Tower Lane,Oakbrook Terrace,IL,60181
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                    The first 100 days

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                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

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