Let's move forward. Together.

Meeting in a office

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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Chad Henry

Senior Vice President–Wealth Management

Financial Advisor

The two words most used to describe Chad Henry are driven and practical. His first foray into entrepreneurship was at age nine when he had two newspaper routes, one delivering in the mornings before school and the other an evening newspaper route. Growing up on a farm in rural Dixon, IL, he learned the work ethic and midwestern values that are cornerstones to who he is today.

Hard work is definitely part of Chad’s genetic make-up. He has spent years in the financial planning industry, been featured as a key-note speaker at dozens of respected industry conferences and teaches regularly throughout the country, where he guides financial professionals on innovative strategy and processes. He is the author of a book for upcoming retirees.

In 2002, Chad left the comfort of a “regular” job and began his path as a financial planner. He went on to complete much more than the basic licensing. Chad holds his series 7, 9, 10, 63, and 65 securities licenses, and the Life and Health Insurance licenses in multiple states. In addition, he is an Accredited Asset Management Specialist ®, completed the CERTIFIED FINANCIAL PLANNER™ Professional program through DePaul University, and is a Financial Advisor with UBS.  The aforementioned build upon his educational foundation, a Bachelor of Science degree from Western Illinois University in 1997. Today, he leads a diverse team in focusing on their shared mission to help business owners, medical professionals, retirees, and widows, invest to create lifelong cashflow streams that help to plan their budgetary needs, encourage team collaboration by working within a “family office” approach including your CPA, attorney, insurance professional, and other consultants in the process to create a cohesive team that focuses on YOUR SUCCESS.

Now, Chad and his wife, Mary Ann, fill their free time with the awesome daily endeavors of their three children. Chad enjoys coaching youth sports and has coached football, baseball, and softball in the past.  

Registered States:
  • AR
  • CA
  • FL
  • IL
  • KS
  • MA
  • GA
  • MI
  • OK
  • SC
  • TN
  • VA
  • WA
  • WI
  • CO
  • ID
  • IN
  • LA
  • MN
  • NV
  • OH
  • TX

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Business Owners
Family Offices
Women investors
47 E Chicago Ave
Suite 324
Naperville, IL 60540
  • (630) 753-1277

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

UBS Wealth Way

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint


UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.