Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Michael G

Series 63, Series 65

Chicago, IL

UBS Financial Services

Michael Greene is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with UBS since 1983. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Bridgid K

Series 63, Series 66

Chicago, IL

UBS Financial Services

Bridgid Kelly is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 designations with 17 years of industry experience. Her prior roles include positions at Liccar Securities, LLC and Capital Trading Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, providing services such as fee-based financial planning, portfolio management, and capital markets support.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

David H

CFP®, Series 63, Series 65

Chicago, IL

UBS Financial Services

David Hodges is a Certified Financial Planner® with 33 years of industry experience, currently serving at UBS Financial Services since 2007. Based in Chicago, IL, he holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a wide range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Clare Marie F

Series 66

Chicago, IL

UBS Financial Services

Clare Marie Flynn is a financial advisor at UBS Financial Services in Chicago, IL, with six years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Outside of her advisory work, she is involved in Amazon product reviewing on a small scale. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using model-based asset allocations and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Alexander V

Series 66

Chicago, IL

UBS Financial Services

Alexander Vandermeer is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Endurance Advisory Partners, The Habitat Company, and Tulane University. Vandermeer also has experience working at O'Sullivan's Public House, Forest Park Aquatic Center, and Oak Park and River Forest High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jack F

Series 66

Chicago, IL

UBS Financial Services

Jack Farrell is a financial advisor at UBS Financial Services in Chicago, holding a Series 66 license with two years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, as well as involvement with Camp Deerhorn. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Kevin R

Series 66

Chicago, IL

UBS Financial Services

Kevin Robson is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and four years of industry experience. His work history includes roles at UBS Financial Services, UMB Fund Services, and Merrill Private Bank Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Paul T

Series 63, Series 65

Chicago, IL

UBS Financial Services

Paul Tashima is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jonathan K

Series 66

Chicago, IL

UBS Financial Services

Jonathan Khosa is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2017, following a nine-year career in education. Khosa holds the Series 66 designation and is based in Chicago, IL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

David F

Series 66

Chicago, IL

UBS Financial Services

David Fitch is a Series 66–licensed financial advisor with UBS Financial Services in Chicago, Illinois, where he has worked since 2001. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Andrew P

Series 63, Series 65

Chicago, IL

UBS Financial Services

Andrew Palmer is a financial advisor with UBS Financial Services in Chicago, Illinois, holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and advisory programs.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Chris P

Series 66

Chicago, IL

UBS Financial Services

Chris Paterakos is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and over 13 years of industry experience. He has been with UBS since 2012 and is also involved as a tennis instructor at Centennial. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

John J

Series 63, Series 65

Chicago, IL

UBS Financial Services

John Jacobs is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2005. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. UBS utilizes proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Rachel I

CFP®, Series 66

Chicago, IL

UBS Financial Services

Rachel Irons is a CFP®-designated financial advisor with UBS Financial Services in Chicago, IL, and has 19 years of industry experience. She has worked at UBS since 2009. Irons serves as Treasurer on the board of the Barrington Juniors Women's Club, a local philanthropy and community service organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Donald D

Series 63, Series 65

Chicago, IL

UBS Financial Services

Donald Dressel is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations with 44 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions through its extensive network of financial advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

John C

Series 63, Series 65

Chicago, IL

UBS Financial Services

John Cochrane is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2015. Cochrane serves on the Board of Directors for the University of Illinois College of Business Alumni Association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial planning and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Lidia V

Series 66

Chicago, IL

UBS Financial Services

Lidia Villalobos is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

David H

Series 63, Series 65

Chicago, IL

UBS Financial Services

David Hirsch is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, Hirsch is involved in several nonprofit organizations focused on fatherhood advocacy, including founding the Illinois Fatherhood Initiative and the social business venture TEAMDAD, and serves as president of the Alpha Beta Association of Theta Xi Fraternity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Patrick S

Series 63, Series 66

Chicago, IL

UBS Financial Services

Patrick Staunton is a financial advisor at UBS Financial Services in Chicago, IL, with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Thrivent Investment Management Inc. before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research from its Chief Investment Office to tailor portfolio solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Madeline K

Series 66, Series 63

Chicago, IL

UBS Financial Services

Madeline Kahn is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Chase Bank NA and Washington University in St. Louis. Outside of her advisory role, she occasionally works as a dog walker with Wag! in Chicago on weekends. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")