Lasting relationships. For all that matters

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Mother daughter ocean

Bernadette Therese Lanser

First Vice President–Wealth Management

Financial Advisor

I have over 20 years of experience implementing comprehensive strategies to empower individuals to maximize their current wealth and achieve the future they envision for themselves and their families. I help clients address financial planning issues ranging from retirement planning to investment strategy and estate planning. I graduated from Marquette University with a Bachelor of Science in Business Administration. I have also earned the Chartered Retirement Planning Counselor designation from The College for Financial Planning.

I believe strongly in giving back to the community. I have been a volunteer for over ten years with the St. Ben’s Community Meal Program preparing, transporting, and serving meals to those in need in downtown Milwaukee. My work with St. Ben’s also extends to raising money for the program through events such as the German Fest Run for the Hungry and working concessions at concerts and sporting events at the Bradley Center. I served four years on the parish council at St. Jude the Apostle Parish in Wauwatosa, and worked as a leader of the parish’s successful capital campaign. I am a member of the Medical College of Wisconsin’s Women in Science, The Marquette University Parents Association, The Marquette University Business Alumni Association, Professional Dimensions and TEMPO. I have been married thirty-four years to my husband, Bruce. We have two wonderful children. BJ is currently pursuing a fellowship in Allergy at National Jewish Hospital in Denver, Colorado. Prior to this he was a Chief Pediatric Resident at Children’s Medical Center in Dallas, Texas. Erica graduated cum laude from Marquette University and is currently attending Medical School at Creighton University. With her background as a World Cup speed skater, Erica plans to pursue a career in sports medicine.

Registered States:
  • AR
  • AZ
  • CO
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • OH
  • SC
  • TN
  • TX
  • VA
  • WI

  • NAPA Top Women Advisors, 2016The NAPA rating is awarded annually in September based on information from June to August of the award year.

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

Education

  • BSBA Finance, Marquette University

Credentials

  • Chartered Retirement Planning Counselor
  • Senior Retirement Plan Consultant
17775 West Bluemound Road
Brookfield, WI 53045
  • (414) 289-3819

Email Me

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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.

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In invested assets globally 
As of 06/30/2022

51 countries

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