Financial planning tailored to your goals

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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.

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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.

  • Robert L. Brown IV

    Robert L. Brown IV

    Senior Vice President–Wealth Management

    Financial Advisor

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    Bob began his career as a financial advisor in 1978 with Oppenheimer & Co. in Chicago, prior to which he worked in public accounting at Touche Ross & Co. In 1984, he joined the Northbrook office of Drexel Burnham which was subsequently acquired by PaineWebber and then UBS. As a Senior Vice President and Portfolio Manager Bob believes in disciplined long-term investing. This approach to wealth management helps clients focus on achieving their financial goals in both favorable and challenging markets.

    Bob has a Bachelor of Science in Accounting from the University of Kansas and a CPA certificate from the University of Illinois. He and his wife are longtime residents of Libertyville and have four adult children and two grandchildren. Away from the office, Bob enjoys golf, running, philanthropy and spending time with his family.

          Home Worker FL
          Home Worker FL, FL 000
        • Suzanne M. Schultz

          Suzanne M. Schultz, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          Suzanne began advising clients at Merrill Lynch in 1983 and joined the UBS's Northbrook office in 2002. As a Senior Vice President and Certified Financial Planner (CFP®) Suzanne focuses on developing strong, multi-generational financial planning relationships, leveraging all the resources available at UBS. In her practice she helps clients identify and implement solutions for all types of planning and investment goals.   

          Suzanne has a Bachelor of Science in Business Administration with honors from Millikin University.   She and her husband are longtime residents of Chicago's North Shore and have four adult children. Away from the office, Suzanne enjoys biking, traveling and spending time with her large extended family.

           

          California insurance license number: 0I85121

                One Northbrook Place
                5 Revere Drive
                Northbrook, IL 60062
              • Robert W. Foersterling

                Robert Foersterling

                Senior Vice President–Wealth Management

                Financial Advisor

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                With over 25 years' experience in both Wealth Management and Investment Banking, Rob strategically guides his clients toward their financial goals. He began his career as an Investment Banker spending six years at both William Blair & Company and EVEREN Securities (now part of Wells Fargo), advising his clients through several public financings, IPOs, and merger & acquisition transactions totaling over $2.5 billion. After leaving EVEREN, he served as Vice President & Senior Portfolio Manager in Wealth Management at Morgan Stanley. Rob finally joined UBS in 2009 in a similar capacity, where he's been a member of the Financial Advisor Advisory Council for the last seven years, and was recently awarded the Endowment & Foundation Consultant designation.

                Rob is an alumnus of the University of Michigan, majoring in Political Science with minors in Business Administration and International Security Affairs.  He has received the Certified Investment Management Analyst (CIMA) credential from the Wharton School of Business, and has passed level II of the Chartered Financial Analyst (CFA) program.

                Rob currently serves as Vice Chairman of the Advisory Board for the Chicago Police Memorial Foundation. He's also a graduate and former team leader of the National Outdoor Leadership School (NOLS), and is an avid traveler and a triathlete. Rob is involved in alumni relations volunteer work for the University of Michigan, and also has done volunteer work with the Mott's Children's Hospital in Ann Arbor, Special Olympics, Chicago Cares, and ACP Veteran Mentoring. Rob and his wife Becky have two daughters and a son, and live in the north suburbs of Chicago.

                 

                California insurance license number: 0I10970

                • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                    One North Wacker Drive
                    Chicago, IL 60606
                  •  Rachel D. Irons

                    Rachel D. Irons, CFP, ChFC

                    First Vice President–Wealth Management

                    Financial Advisor

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                    Rachel has over 12 years of experience in the financial services industry and has enjoyed building strong relationships with clients over the years. She is passionate about the trust she has cultivated with each client and recognizes that it is the foundation to delivering a holistic wealth management solution. She often says, "I’m devoted to the principles of stewardship in order to help our clients realize their financial freedom.” In March of 2012, Rachel distinguished herself with the CERTIFIED FINANCIAL PLANNER™ certification. Her focus on Financial Planning and attention to detail helps position her to execute on strategic financial planning solutions for clients. Rachel graduated from Northern Illinois University with a Bachelor’s degree in Finance. In addition to her undergraduate degree, she has several registrations and securities licenses, including the Series 7, Series 66, Series 31 and is a Rule 144 Restricted Stock Specialist. Rachel also holds licenses for life, accident and health along with variable annuities.

                    Rachel is an active member of the Professional Women's Club of Chicago and the Barrington Junior Women’s Club, where she devotes most of her time to various philanthropic activities such as the Barrington Giving Day, Meals on Wheels, local scholarship programs, and the Sunny Hill Elementary School Reading Volunteer program. She has also been a proud volunteer with the Special Olympics for the past several years and is a longtime member of the Schaumburg Church of Christ. At the church, Rachel sits on the financial board and is responsible for issuing the monthly financial statements and annual budget to its members. Rachel and her husband Dan reside in Barrington, IL with their children Emily, Alexa, Jax. In her free time, Rachel maintains that spending time with her family and loved ones is top priority.

                     

                    California insurance license number: 0M17857

                          One North Wacker Drive
                          Chicago, IL 60606
                        • Patrick Doyle Erfort

                          Patrick Doyle Erfort, CFA

                          Financial Advisor

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                          Patrick joined UBS in 2016. Since joining he obtained the Series 7 and 66 licenses and as of September 2019 is a CFA charterholder. Prior to UBS Patrick worked as an analyst for a private equity firm. He is from River Forest and attended Fenwick High School before going to the University of Illinois Champaign-Urbana where he received a degree in Economics with a minor in Business. He currently lives with his wife, Kelly, in Chicago and enjoys running and staying active.

                           

                          California insurance license number: 4052739

                                One North Wacker Drive
                                Chicago, IL 60606
                              • Marco Joseph Beltrano

                                Marco Beltrano, CFP

                                Client Associate

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                                Marco joined UBS in January 2020 as a Registered Client Service Associate and brings experience from his previously held roles at both Merrill Lynch and JPMorgan. He attended Illinois State University and earned a Bachelor's degree in Finance with a minor in Financial Planning. He currently holds both Series 7 and 66 licenses. In August of 2022, Marco distinguished himself with the CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Marco enjoys staying active and being around loved ones.

                                    • CERTIFIED FINANCIAL PLANNER™
                                    One Northbrook Place
                                    5 Revere Drive
                                    Northbrook, IL 60062

                                  The Year Ahead - Sustainable Investing

                                  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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