Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Kevin E. Wesner

Senior Vice President–Wealth Management

Kevin is a Senior Vice President of Wealth Management for UBS Financial Services, Inc. in Baltimore, MD with nearly 30 years of industry experience. Kevin’s business model is based on defining his client's current financial situation, helping to determine where the client wants to be in the future, and working to develop strategies and financial solutions for his clients.

In addition to having his securities and insurance licenses, Kevin is designated as an Accredited Asset Management Specialist (AAMS®) and a Chartered Retirement Plan Specialist (CRPS®). Kevin’s specialized training provides him with the experience necessary to assist his clients with wealth management, retirement planning and 401(k) consulting strategies.

Originally from York, Pennsylvania, Kevin served in the United States Marine Corps and emerged as a veteran of Desert Storm. He received his Bachelor of Science degree in Economics and Finance from York College of Pennsylvania and currently resides in Severna Park, MD with his wife and two sons.

Kevin plays an active role in the Baltimore community through serving on the Board of Directors Signal 13 Foundation, Trustee for Epic Church of Baltimore, life member of the Marine Corps League.

Registered States:
  • AZ
  • DC
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NV
  • OH
  • PA
  • SC
  • TX
  • VA

Education

  • B.S. Economics/Finance, York College of Pennsylvania

Credentials

  • Accredited Asset Management Specialist
  • Chartered Retirement Plans Specialist
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3222

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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