Karen Gleicher Heisler
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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.

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
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • WI

Karen Gleicher Heisler

Recognized as an industry leader:

  • 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 Wealth Advisors, 2023, 2024, 2025The 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 Wealth Management Teams, 2024, 2025, 2026The 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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.
  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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. 

Karen Gleicher Heisler

Education

  • Emory University

Credentials

  • Wealth Advisor

Karen Gleicher Heisler

Financial planning
Retirement planning
Philanthropy
Sustainable investing

Karen Gleicher Heisler

One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

karen.heisler@ubs.com
Karen Gleicher Heisler
One Northbrook Place,Northbrook,IL,60062

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.

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
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The 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 Wealth Management Teams, 2024, 2025, 2026The 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The 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.
  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

Email Me

Keys to our relationship

Keys to our relationship

Cultivating insights for your success

Cultivating insights for your success

Investing sustainably

Investing sustainably

Texas

Managing wealth in a changing world

Geopolitics, trade and your portfolio

In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.

Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.

Contact us

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As of 10/29/2025

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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