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
  • CA
  • CO
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MS
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY

Education

  • B.S. Finance, University of Florida
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181
  • (630) 572-2255

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The circular economy: What is it?

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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UBS is a world-leading wealth manager

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