Experience

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

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.

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.