Experience

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. 

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.

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.