Lasting relationships

Understanding what matters most to you

Two people distant

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.

  • John Spillane

    John Spillane

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    John Spillane specializes in wealth planning strategies and investment analysis for high net worth individuals and families, senior executives, and business owners. By understanding clients’ personal goals and objectives, he provides appropriate investment planning and strategies. His professional experience includes working for Morgan Stanley and Prudential/Wachovia Securities. In addition to applicable securities registrations and insurance licenses, John holds a degree in marketing from Eastern Illinois University. He and his wife Ann are active in their four children’s various activities. California Insurance License: 0E42335

      • Eastern Illinois University, Marketing
        One North Wacker Drive
        Chicago, IL 60606
        john.spillane@ubs.com,ryan.m.spillane@ubs.com
        John Spillane
        One North Wacker Drive,Chicago,IL,60606
      • Kimm Sayre

        Kimm Sayre, CRPC

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • DC
        • FL
        • GA
        • ID
        • IL
        • IN
        • MA
        • MD
        • MI
        • MN
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Kimm is a Financial Advisor with UBS Financial Services since 1996 in their Chicago office. He received his BBA from Southern Methodist University and his MBA from Dominican University. Prior to UBS, Kimm had sixteen years of experience in business planning and development. Kimm is also a Chartered Retirement Planning Counselor (CRPC), College for Financial Planning. Kimm is married with three daughters and lives in the western suburbs. In his free time he enjoys spending time with his family, playing tennis, paddle tennis and swimming.

          • Southern Methodist University, BBA
          • Dominican University, MBA
          • Chartered Retirement Planning Counselor
          Home Worker TN
          Home Worker TN, TN 000
          kimm.sayre@ubs.com
          Kimm Sayre, CRPC
          Home Worker TN,Home Worker TN,TN,000
        • nora pic

          Nora Quinn

          Senior Wealth Strategy Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • NE
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WY

          Nora joined UBS in 2021. She manages trading and serves all the operational and administrative client needs. Prior to her position at UBS, Nora worked as an associate financial advisor at Wells Fargo Advisors and holds Series 7 and 66 security licenses. She graduated from the Fairfield University Dolan School of Business with a degree in Marketing and Economics. Nora had a 4-year Division I Volleyball career, served as captain, and helped lead her team to the NCAA Tournament on three occasions. Nora is from Park Ridge and resides on the north side of Chicago.

                One North Wacker Drive
                Suite 3700
                Chicago, IL 60606
                nora.quinn@ubs.com
                Nora Quinn
                One North Wacker Drive,Chicago,IL,60606

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Why does A.I. in space matter?

              Your lifelong financial plan. UBS Wealth Way

              Multigenerational wealth planning

              Outlook on interest rates

              A team approach

              Goals-based planning

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              Global leader

              UBS is a leading and truly global wealth manager

              Insights

              The proof is in our numbers

              $450 million

              Assets under management

              As of 10/06/2021

              3

              Advisors on the team

              50+

              Collective years of experience