Keep on track with the right financial advice

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Road

Alon Kim

Managing Director–Wealth Management

Alon has over two decades in experience with helping clients manage their wealth through emphasis on asset allocation, portfolio risk management, and retirement planning. He completed the Wealth Advisor program at UBS and is among a select group of financial advisors entrusted to manage client assets with discretion using the Portfolio Management Program. Alon graduated from Northwestern University in 1992 with a bachelor's degree in economics and philosophy, and is also Series 7, 66, and insurance licensed. He finds pleasure in golfing with his wife Robin and river rafting.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Education

  • B.A. B.S. Economics and Philosophy, Northwestern University

Credentials

  • Wealth Advisor
  • Senior Portfolio Manager
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181
  • (630) 572-4020

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Insights