Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • William-Read-III

    William Read III

    Senior Vice President–Wealth Management

    Financial Advisor

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    As the senior member of the group, Mr. Read's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management. Mr. Read received his undergraduate degree from the University of Illinois and his MBA from Northern Illinois University in Finance and Economics. He has achieved the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) via Northwestern University and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania. CA License #0D68717

      • University of Illinois, Undergraduate Degree
      • Northern Illinois University, MBA in Finance and Economics
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER®
      • Certified Investment Management Analyst®
      One North Wacker Drive
      Chicago, IL 60606
      william.readiii@ubs.com
      William Read III
      One North Wacker Drive,Chicago,IL,60606
    • Senka Barney

      Senka Barney, CRPC

      Senior Client Associate

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      • AZ
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      • FL
      • GA
      • IL
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      • MI
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      • NC
      • NJ
      • NM
      • NY
      • OR
      • TN
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      • UT
      • WI

      Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments.  Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).

      Away from the office, Ms. Barney takes time to support community activities through volunteerism at local food depositories and shelters. She celebrates the distinctive heritage of being a first generation Serbian-American and currently resides in the southwest suburbs of Chicago with her two beautiful daughters.

          • Chartered Retirement Planning Counselor
          One North Wacker Drive
          Chicago, IL 60606
          senka.barney@ubs.com
          Senka Barney, CRPC
          One North Wacker Drive,Chicago,IL,60606
        Three generations in apple orchard

        Turn possibilities into a plan

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        UBS Year Ahead 2025

        Roaring 20s: The next stage

        Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

        A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

        Read the report

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        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

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        UBS is a leading and truly global wealth manager

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