How will we work together?

Build a plan for the future you envision

BCD WM

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

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.

  • allen

    Allen G. Carter Jr., CRPC

    Executive Director

    Financial Advisor

    • image
    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Allen Carter is an Executive Director at UBS, a Chartered Retirement Planning Counselor (CRPC) and a Portfolio Manager.  He leads a team of six that focuses on financial planning, investment management and asset allocation for private clients.  He is a recognized speaker and author on investment related topics with his most recent work appearing in Luxury Portfolio, The Oak Parker and Chicago Lawyer Magazine. His 24 years of experience with UBS have given him tremendous insight regarding the processes and ideas that can best add value to people, organizations and financial strategies.  Allen is also an annual participant in the firm's Recognition Councils.

    Allen is involved in many Chicago charitable and community organizations and he currently serves on the Board of Trustees of Marillac St. Vincent Family Services and the Judd Goldman Adaptive Sailing Foundation.  He is a UBS sponsored mentor to military veterans through American Corporate Partners and is also an avid supporter of the Northwestern Settlement House, Young Life and others.  Allen is a member of The Economic Club of Chicago, The University Club of Chicago, The Max McGraw Wildlife Foundation, The Knights of Columbus, The Sons of the American Revolution and The Society of the Colonial Wars.  He and his wife, Mary, reside in Lincoln Park with their three children.  On a personal note, Allen is an avid sailboat racer, skeet shooter and squash player. 

          One North Wacker Drive
          Chicago, IL 60606
        • donald

          Donald P. Dressel, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • AL
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          Don is a 36 year veteran of the Financial Services Industry focused on developing customized Wealth Management Solutions for both individuals and businesses.  His areas of expertise include portfolio construction, portfolio management and alternative investments.  He excels at working with his clients' objectives and making adjustments for lifestyle and economic changes.  He is committed to putting the needs of his clients first to help them maximize their portfolio value.

          Don holds a Certified Financial Planner (CFP) designation and has a degree in business from Western Illinois.  He resides in Chicago and enjoys music, sports and participating in the many different events that Chicago has to offer.  He is further active in his community through civic and charitable organizations.

                One North Wacker Drive
                Chicago, IL 60606
              • judith

                Judith Berlin

                Senior Vice President–Wealth Management

                Financial Advisor

                • image
                • image
                • AL
                • AZ
                • CA
                • CO
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KY
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                Judy Berlin has over 34 years of experience in the financial services industry, including the last 21 years at UBS.  Her long tenure has exposed her to both bull and bear markets fully preparing her to tailor recommendations suitable for each circumstance.  Understanding each client's unique worldview, situation and need has been critical to her success as well.  Her comprehensive approach ensures that clients have access to advice and guidance as it relates to their entre financial architecture.

                Judy is a graduate of The Kelly School of Business at Indiana University.  She is blessed with two children, Stephanie and Brett and lives in downtown Chicago.  Judy enjoys the arts, cycling and world travel.  She is active in a range of civic and charitable activities and her client relationships span the entire country.

                • Forbes America’s Top Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
                • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
                • Forbes Best-in-State Women Wealth Advisors, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.

                    One North Wacker Drive
                    Chicago, IL 60606
                  • john

                    John Joseph Mcgarry

                    Wealth Strategy Associate

                    • image
                    • image
                    • AL
                    • AZ
                    • CA
                    • CO
                    • DE
                    • FL
                    • GA
                    • HI
                    • IA
                    • ID
                    • IL
                    • IN
                    • MA
                    • MD
                    • MI
                    • MN
                    • MO
                    • NC
                    • NV
                    • NY
                    • OH
                    • OK
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI
                    • WY

                    John joined the Berlin, Carter, Dressel Wealth Management Group in 2016 as an intern and become a full time Client Service Associate in May 2018.  He enjoys the interaction he has on a daily basis with their clients and relationships they have. His responsibilities include organizing different aspects of the team's business, managing account maintenance requests, and developing financial plans for clients. John has earned his Series 7 license, and is looking forward to the next steps in his certifications.

                    John graduated from Loyola University Chicago with dual degrees in Finance and Economics. Since 2019, John has been a Board Member of the Children’s Research Fund Junior Board at Ann & Robert H. Lurie Children’s Hospital of Chicago, supporting pediatric research for children with rare and debilitating diseases.  In his free time, John enjoys spending time with his friends, attending Chicago sport games (Go Cubbies!), supporting local jazz artists, and is an avid lover of all things theatre.

                          One North Wacker Drive
                          Chicago, IL 60606
                        • Jake Headshot

                          Jake Yonally

                          Intern

                          • image
                          • image

                                  One North Wacker Drive
                                  Chicago, IL 60606

                                What did the Fed say?

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                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.

                                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