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 knowledge 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.

 

Accredited Asset Management Specialist and AAMSTM are registered service marks of the College for Financial Planning®. Chartered Retirement Plans SpecialistSM and CRPSTM are registered service marks of the College for Financial Planning®.

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

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

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Turn possibilities into a plan

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A leading global wealth manager

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Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

#1

for High Net-Worth clients

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

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