Embrace change. Transition confidently.

Private Wealth Management

Am I making the right choices for myself? My family? My company? These are the questions many of our clients ask us as they undergo major change within their lives and businesses. At Generations Private Wealth, we help our clients navigate their wealth during important life transitions, whether personal or professional. For over 20 years, we've guided them through every type of market, often working with second and third generations. Kellie has been recognized by Forbes as one of “America's Top Women Advisors” and she is also honored to be among Forbes select group of “Best in State.”

Global access. Local presence.
Accessing the extensive resources and expertise of UBS, one of the world's leading wealth managers, our team brings sophisticated global resources, in-depth knowledge and exceptional understanding to your complex financial world. Whether it's helping you exit your business, evolve your career or manage through loss of a loved one or divorce, we will educate you about your choices and support you with advice and solutions as you pursue those goals.

Together, we’ll help you embrace change, make well-informed decisions and shape your future with confidence and ease.

Suspension bridge

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.

  • Kellie Sheryak

    Kellie Sheryak

    Senior Vice President–Wealth Management

    Financial Advisor

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  • John Daly

    John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

    Account Vice President

    Financial Advisor

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  • Tina Williams

    Tina M. Williams, CFP®

    Authorized Officer

    Senior Wealth Strategy Associate

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  • Margaret McCaslin

    Margaret M. McCaslin, CFP®

    Senior Wealth Strategy Associate

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  • Shannon Stoehr

    Shannon C. Stoehr

    Team Administrator

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  • Kathryn Zalla

    Kathryn Zalla

    Client Service Associate

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Collaborative planning for the goals that matter

We believe that planning is truly about listening and understanding—particularly during major life changes.

As a team of caring, responsive collaborators, we want to know all we can about you, your priorities and concerns. From there we can help you develop a plan that can provide clear direction as you move through this difficult time, and help you define your vision of the future.

Our step-by-step process helps steady the emotional ups and downs of transition as we support you to help simplify the road ahead.

Transition strategies for business owners

Transition strategies for executives

Financial empowerment for women

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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