Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Alexis Saed, CIMA, CRPC

Senior Vice President–Wealth Management

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • ND
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI


  • 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

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

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

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Suzanne Neaylon

Senior Client Associate

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.

Registered States:
  • CA
  • FL
  • IL
  • IN
One North Wacker Drive
Chicago, IL 60606

Email Me