The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Frank Peard, CRPC

Senior Vice President–Wealth Management

Frank has been a Financial Advisor since 2001. Prior, he was a pit trader at the Chicago Board of Trade for 16 years. Holding an undergraduate degree in finance from the University of Florida, Frank has also earned the Chartered Retirement Planning Certificate from the College of Financial Planning. He specializes in comprehensive financial planning and investment management. Married since 1985, Frank and his wife, Jan, have three daughters and live in Western Springs, Illinois.

Registered States:
  • AZ
  • CO
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • ME
  • MI
  • MN
  • MS
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI

Education

  • B.S. Finance, University of Florida
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181

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Turn possibilities into a plan

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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Backed by the strength of our parent company, UBS AG

$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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