Financial planning tailored to your goals

A great source of pride is my longstanding and multigenerational client relationships.  By taking time to get to know my clients, their family members, and their values, I feel I am better equipped to advise in a way that is personally meaningful, relevant, and reflective of today’s circumstances while looking strategically toward the future.

Working with me, you can expect honest dialogue and a partner in facing important life planning decisions with confidence and comfort.

- Karen Heisler

Karen Gleicher Heisler

Senior Vice President–Wealth Management

Financial Advisor

I graduated with a bachelor’s degree in International Studies from Emory University and have earned the Wealth Advisor designation. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

As a pioneer in the field of Socially Responsible Investing, I believe that optimal wealth management is about aligning lifestyle, values and aspirations. To that end, I educate my clients and guide them towards investment strategies that merge these very personal elements.

During my career, I’ve been recognized for my accomplishments in wealth management, including being named to the Executive, President’s and Chairman’s Clubs, as well as the Charlie E. Merrill Circle, while at Merrill Lynch.

Outside the office, I'm active in the community, giving time, attention and resources to many organizations.  Some closest to my heart include Identity Youth Services, Jewish United Fund, Keshet, Kingswood United Methodist Church Food Pantry/Dinners, Misericordia, Mothers Against Senseless Killings, and Orot Center.  My husband, Larry, and I reside on Chicago's North Shore, where I was born and raised. In my free time, I have a passion for the culinary arts, which I have studied in France. I also enjoy golf, hiking and Chicago Bears football.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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 America’s Top Women Wealth Advisors, 2020, 2021The 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.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

  • Emory University

Credentials

  • Wealth Advisor

Financial planning
Retirement planning
Philanthropy
Sustainable investing
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062
  • (847) 498-7821

Email Me

Keys to our relationship

Keys to our relationship

Cultivating insights for your success

Cultivating insights for your success

Investing sustainably

Investing sustainably

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.

Backed by the strength of UBS

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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