Insight-based advice

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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.

The Herman Saed Wealth Management Group

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.

  • Alexis Saed Profile Photo

    Alexis Saed, CIMA, CRPC

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • HI
    • IA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MN
    • NC
    • ND
    • NJ
    • NM
    • NV
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI

    With more than twenty-five years of wealth management experience, Alexis Saed provides conscientious, customized, financial planning centric advice using a collaborative, team based approach to manage the assets, liabilities and insurance needs of his clients. He joined UBS Financial Services Inc after spending 10 years at Smith Barney. He began his career in the financial services industry as a financial consultant with Merrill Lynch. Alexis graduated from the University of Illinois at Urbana-Champaign where he received a Bachelor of Arts degree in Economics and Philosophy. He also received a Master of Arts degree in Economics from Boston University. Alexis volunteers and supports the National MS Society and Feed My Starving Children.

      • University of Illinois at Urbana-Champaign, Bachelor of Arts degree in Economics and Philosophy
      • Boston University, Master of Arts degree in Economics
      • Certified Investment Management Analyst®
      • Chartered Retirement Planning Counselor
      • Senior Portfolio Manager
      Financial planning
      Education planning
      Long-term care planning
      Retirement planning
      Estate planning strategies
      Lending services
      Multi-generational families
      One North Wacker Drive
      Chicago, IL 60606
    • Suzanne Neaylon Profile Photo

      Suzanne Neaylon

      Senior Client Associate

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      • CA
      • FL
      • IL
      • IN
      • NJ

      Suzanne Neaylon has more than 25 years of financial industry and client service experience, and has been with UBS since 1997. Suzanne holds her FINRA securities licenses Series 7 and 63, and says the best part of her job is the daily interactions with clients, and the relationships that develop over time. Suzanne helps clients with administrative requests, cash flow needs and placing orders, communications, and many other things.

      Suzanne is a member of St. Chrysostom's Episcopal Church and served a term in the church vestry. She is a current member of the Woman's Athletic Club of Chicago, and in addition to swimming and working out, serves on two club committees. She and her husband, Jim, live in the Lincoln Park neighborhood of Chicago. Weekends are spent enjoying city life, reading, and spending time with their extended family.

            One North Wacker Drive
            Chicago, IL 60606

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