Insight-based advice

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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Judith Berlin

Senior Vice President–Wealth Management

In today's economy and challenging markets, sound investment advice is critical. It takes an understanding of your financial world and someone committed to ensuring your investment universe is tailored to your needs. Judy is licensed and knowledgeable in a wide range of financial instruments, including insurance products and long term care.

By utilizing 50+ years of combined experience, as well as the research and capabilities of the world's largest wealth management firm, Judy's team customizes wealth strategies to suit her client's individual goals. Her clients live from coast to coast.

Judy is a graduate of the School of Business at Indiana University. She resides in Chicago and is the mother of two grown children.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • School of Business at Indiana University
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4565

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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