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
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    • CA
    • CO
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • MA
    • MD
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    • NJ
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    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
      • 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
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        • MA
        • MD
        • MI
        • MN
        • NC
        • NH
        • NJ
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        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
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        • VA
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        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
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          Nora Quinn

          Senior Wealth Strategy Associate

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          • AL
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          • 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
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          • RI
          • SC
          • SD
          • TN
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          • 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

              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.

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              Your lifelong financial plan. UBS Wealth Way

              Multigenerational wealth planning

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              A team approach

              Goals-based planning

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              Global leader

              UBS is a world-leading wealth manager

              #1

              Global Equity Research 

              Institutional Investor, 2021 Global Rankings

              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