Let's move forward. Together.

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do.

We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.

Millennium

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Portfolio

SAP Weekly Signal report

Business transition and succession planning

Business transition and succession planning

Retirement planning

Retirement planning

Portfolio office

Our 7-step process

Achieving your vision for a bright financial future

Your vision is the core of our strategy. We work to discover what you value most—both now and for the future—and offer wealth management strategies and investment management services to align your assets with those values. By delivering comprehensive solutions and personalized service, we help our clients gain confidence in their financial future.

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.

  • Paul Stepankovskiy Profile Photo

    Paul Stepankovskiy, CFP, CPWA

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Paul Stepankovskiy is a Senior Vice President - Wealth Management and Senior Portfolio Manager at UBS Financial Services for Millennium Wealth Management Partners. Paul is one of the founders and principals of Millennium, which works exclusively with successful families, business owners, young professionals and their advisors. Paul began his career as a Financial Advisor in 1997 after successfully selling his Corporate Catering business. He holds bachelor's degree in economics from University of Illinois, in Chicago and MBA in finance from DeVry University Keller Graduate School of Management. He completed his Certified Financial Planner certification at Northwestern University after submitting to the rigorous CFP certification process that includes a demanding education, examination, experience and ethical requirements.

    Paul sees himself as not just Financial Advisor but as meaningful partner offering a common sense perspective on your real life decisions. As financial realist, Paul uses a value approach to work with clients to build a long-term plan that is in tune with their goals and objectives.  Paul also works as a Retirement Plan Consultant, helping corporate clients manage their qualified and non-qualified retirement plans.

    Paul is a committed family man. He and his wife, Sofiya have two children; Alexis and Nathan. He is a volunteer as a soccer coach for AYSO American Youth Soccer Organization and he is a golf caddie for his son and daughter. Paul sits on a few private company boards and a member of Finance committee at BJBE in Deerfield Illinois.

      • University of Illinois at Chicago, Bachelor's degree in Economics
      • DeVry University Keller Graduate School of Management, MBA in Finance
      • Senior Portfolio Manager
      One Northbrook Place
      5 Revere Drive
      Northbrook, IL 60062
    • Dexter Reese Profile Photo

      Dexter Reese

      Account Vice President

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Dex graduated from Illinois Wesleyan University in 2012. During his time at IWU he competed on the men's golf team attaining Ping All-American honors in both his junior and senior seasons. Following graduation Dex moved to Orlando, FL to compete on various professional golf tours in the area. He also received his MBA in Finance from DePaul University's Kelstadt School of Business.

      Dex has been a member of the Millennium Wealth Management Partners since 2015 and works with clients to help develop a comprehensive financial plan based on their specific goals and objectives.  Having begun his career with UBS as a Client Service Associate, Dex has become an essential part of the team's investment process focused on developing, implementing and monitoring investment strategies for our clients.

        • Illinois Wesleyan University, Bachelor of Arts in History
        • DePaul University Kellstadt School of Business, MBA in Finance
          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
        • Aleksandra Berdichevsky Profile Photo

          Aleksandra Nigro

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • DC
          • FL
          • GA
          • HI
          • IL
          • IN
          • NJ
          • NM
          • NY
          • TX
          • WI

          Aleks graduated from Loyola University Chicago with a bachelor's degree in finance and international business.  She came to UBS with prior experience at Fifth Third Bank where she developed a strong financial and banking industry experience. Her strengths are organization, problem solving and planning. On a day to day basis Aleks oversees all of Millennium's administrative operations and is responsible for the development of our clients' financial plans. Aleks uses her experience and commitment as well as UBS global resources to lay a foundation for a lasting relationship with our clients.

          Aleks has successfully passed her Series 7 & 66 FINRA exams and is currently pursuing her Certified Financial Planner CFP® certification.

                One Northbrook Place
                5 Revere Drive
                Northbrook, IL 60062
              • Joann Ziegler Profile Photo

                Joann Ziegler

                Client Associate

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                • IL

                Joann has been in the financial industry for over 10 years and joined Millennium Wealth Management Partners in 2013 as a Client Service Associate. Prior to joining Millennium, she worked as a Private Banker at J.P. Morgan Chase. Joann's primary responsibilities on the team include operations, client service and administration. A Chicago native, she is fluent in Polish and lives in Palatine, IL.

                      One Northbrook Place
                      5 Revere Drive
                      Northbrook, IL 60062

                    Insights

                    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