The right path toward retirement

Retirement couple holding surfboards

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Couple at the shore

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Frank Peard Profile Photo

    Frank Peard

    Senior Vice President–Wealth Management

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    • AZ
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    After a 16-year career as a Chicago Board of Trade pit trader, Frank sold his seat to become a Financial Advisor. His clients benefit from this experience through Frank's unique understanding of risk, return and investment discipline. Holding a degree in finance from the University of Florida, he specializes in comprehensive financial planning and investment management. Frank is an active member of his church and an accomplished runner, sailor and bridge player. Married in 1985, Frank and his wife, Jan, have three daughters and one son-in-law and live in Western Springs, IL.

      • University of Florida, Finance
        One Tower Lane
        Oakbrook Terrace Tower, Suite 1700
        Oakbrook Terrace, IL 60181
      • Daniel Joyce Profile Photo

        Daniel Joyce, CFP

        First Vice President–Wealth Management

        Financial Advisor

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        • AZ
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        For more than 19 years, Dan has provided comprehensive wealth management solutions, financial planning, critical retirement income planning and investment consulting to clients and their families. Dan began his career at a full service bank, which taught him the importance of providing advice beyond investing and exceeding client expectations. As a Certified Financial Planner ™, Dan works closely with his clients to identify their needs and goals, analyze their cash flow and assets, review the debt side of their balance sheets and develop a long-term financial plan.

        A graduate of the University of Iowa, Dan earned a degree in economics with a business minor. Dan has worked out of the Oakbrook office of UBS Financial Services since 2006.

        He currently resides in La Grange Park with his wife Elizabeth and their two children, Kaelin and Danny. He enjoys spending time with his family and many sports activities.

          • University of Iowa, Economics with a Business minor
            One Tower Lane
            Oakbrook Terrace Tower, Suite 1700
            Oakbrook Terrace, IL 60181
          • Patricia Patti Rice Profile Photo

            Patricia "Patti" Rice

            Senior Client Associate

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            • AZ
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            Serving clients in the wealth management industry since 1979, Patti attended Eastern Illinois University. She is an avid runner, loves to go dancing and is a diehard Chicago Bears football fan. She and her husband, Kenneth, have two daughters and live in Hickory Hills, IL.

              • Eastern Illinois University
                One Tower Lane
                Oakbrook Terrace Tower, Suite 1700
                Oakbrook Terrace, IL 60181
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                Dawn Jeffers

                Senior Client Associate

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                • AL
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                • IA
                • IL
                • IN
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                • KY
                • MA
                • MD
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                • MO
                • MS
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                • NY
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                • SD
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                      One Tower Lane
                      Oakbrook Terrace Tower, Suite 1700
                      Oakbrook Terrace, IL 60181
                    • Debra Rymut Profile Photo

                      Debra Rymut

                      Client Associate

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                              One Tower Lane
                              Oakbrook Terrace Tower, Suite 1700
                              Oakbrook Terrace, IL 60181

                            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

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                            UBS is a world-leading wealth manager

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