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.

Art in gallery

Kevin Wesner

Senior Vice President–Wealth Management

Kevin is a Senior Vice President of Wealth Management for UBS Financial Services, Inc. in Baltimore, MD with over 20 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 and Baltimore Detachment 565.


Personal & Community

  • Good Samaritan Hospital - Board of Directors
  • Signal 13 Foundation - Board of Directors
  • Epic Church - Director of Annual Fund Planning
  • Marine Corps League - Life Member
  • Police Emerald Society Member
Registered States:
  • AZ
  • CA
  • DC
  • DE
  • FL
  • GA
  • KY
  • MD
  • NC
  • 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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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