$3.9 trillion
In invested assets globally
As of 12/31/2022
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
You have successfully registered for this event.
Your submission was unsuccessful.
They’re patient, practical, precise. Persistent in their dedication to clients. It’s no wonder that women excel as financial advisors. Yet some of them rise above given their unwavering commitment to excellence. Among them is Laurie Barry - a consistently ranked top wealth advisor.
Hear from Andy Burish, Managing Director of our strategic partner, The Burish Group, on his views on deglobalization and its effects on inflation.
Where you are today is the result of your passion for the business you’ve built—and a lifetime of work. But what is your vision for life after you walk away from your business? What you do next is critical for you and your family. This report provides perspectives to help you navigate planning for life after exiting your business.
This report shares stories and insights from three Project Entrepreneur female founders, along with advice from a venture capital leader who invests in technology start-ups led by women who are looking to solve some of the world’s biggest problems. It concludes with new ideas for how you can support early-stage entrepreneurs and their passion for innovation.
You’ve worked hard to build and grow your business. But have you thought about the day when you might walk away from it all? This report provides a framework for how you can drive the value of your business and take it to the next level. It’s not only about how you grow your revenue or income. It’s about solidifying the value of your business to help make it more appealing to buyers.
Your submission was unsuccessful.
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.
Are we headed for a new regime in the markets or are we going “Back to the Future”? Will we experience continued uncertainty around the Fed, inflation and market volatility or is there another view brewing on the horizon?
A discussion on the latest debt ceiling developments and inflation data with John Savercool, Head of the UBS US Office of Public Policy, Brian Rose, Senior Economist, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.
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.
Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.
Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial Planner™ (CFP®) certification from the College for Financial Planning. Laurie is a member of the Professional Women’s Club of Chicago, where she served as past president, and for many years, served as a board member of the Local School Council for Chicago Public Schools. In addition, she is a Girl Scout volunteer and has volunteered with other organizations for women including Deborah’s Place—a Chicago women’s shelter—teaching women the basics of finance, and Between Friends, where she has completed 40 hours of domestic violence training and answered the crisis line for many years. She’s a supporter and contributor to the Avon Breast Cancer Program and Alzheimer’s Memory Walk.
Outside the office, Laurie and her husband, Mark, have two sons and a daughter. They keep busy with cheering on and coaching their children’s various sports teams, and spending time at the lake.
California Insurance License # 0L12141
Everly began her career in the Financial Services Industry and at UBS since 2007 and has been a part of the Barry Wealth Consulting Group since December 2010. She enjoys the interaction she has on a daily basis with their clients and relationships they have. Her responsibilities include organizing different aspects of the team's business and developing financial plans for clients. Everly has earned her Series 7 and 66 licenses, and Life & Health Insurance license, and is looking forward to the next steps in her certifications. As Everly says, "The more I learn about this business, the more it will benefit me and our clients."
Everly graduated from University of Missouri – Columbia with a degree in Interdisciplinary Studies with an emphasis in Personal Financial Planning and Sociology in 2006 and now her and her husband are both proud Chicagoans. In her free time, Everly enjoys spending time with her friends, visiting Chicago museums, going to concerts, and is an avid lover of all things yoga.
Sage Catania is a Registered Client Service Associate with The Barry Wealth Consulting Group. Sage initially joined the team as an intern from 2020-2021. Following her college graduation, she began her career at Morgan Stanley.
Sage graduated from DePaul University in 2021 with a B.S. in Finance and minor in German, where she was also a member of Delta Sigma Pi, a professional business fraternity. She holds her FINRA Series 7 and 66 licenses.
Sage is originally from Algonquin, IL and currently resides in Lakeview East, Chicago. In her free time, she enjoys cooking, exploring Chicago, and trying new restaurants.
Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.
Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial Planner™ (CFP®) certification from the College for Financial Planning. Laurie is a member of the Professional Women’s Club of Chicago, where she served as past president, and for many years, served as a board member of the Local School Council for Chicago Public Schools. In addition, she is a Girl Scout volunteer and has volunteered with other organizations for women including Deborah’s Place—a Chicago women’s shelter—teaching women the basics of finance, and Between Friends, where she has completed 40 hours of domestic violence training and answered the crisis line for many years. She’s a supporter and contributor to the Avon Breast Cancer Program and Alzheimer’s Memory Walk.
Outside the office, Laurie and her husband, Mark, have two sons and a daughter. They keep busy with cheering on and coaching their children’s various sports teams, and spending time at the lake.
California Insurance License # 0L12141
Everly began her career in the Financial Services Industry and at UBS since 2007 and has been a part of the Barry Wealth Consulting Group since December 2010. She enjoys the interaction she has on a daily basis with their clients and relationships they have. Her responsibilities include organizing different aspects of the team's business and developing financial plans for clients. Everly has earned her Series 7 and 66 licenses, and Life & Health Insurance license, and is looking forward to the next steps in her certifications. As Everly says, "The more I learn about this business, the more it will benefit me and our clients."
Everly graduated from University of Missouri – Columbia with a degree in Interdisciplinary Studies with an emphasis in Personal Financial Planning and Sociology in 2006 and now her and her husband are both proud Chicagoans. In her free time, Everly enjoys spending time with her friends, visiting Chicago museums, going to concerts, and is an avid lover of all things yoga.
Sage Catania is a Registered Client Service Associate with The Barry Wealth Consulting Group. Sage initially joined the team as an intern from 2020-2021. Following her college graduation, she began her career at Morgan Stanley.
Sage graduated from DePaul University in 2021 with a B.S. in Finance and minor in German, where she was also a member of Delta Sigma Pi, a professional business fraternity. She holds her FINRA Series 7 and 66 licenses.
Sage is originally from Algonquin, IL and currently resides in Lakeview East, Chicago. In her free time, she enjoys cooking, exploring Chicago, and trying new restaurants.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Your message has been successfully submitted.
Your submission was unsuccessful.