Wealth advice for your life's goals

Swiller Lederfine WM

At Swiller Lederfine Wealth Management, we understand not only what it takes to build, preserve and pass on wealth, but also how these decisions can impact the future well-being of our clients—successful business owners, executives and most important—families. Our advice and solutions are based on much more than investments—on people, their financial concerns today and how we can make a difference in their lives across generations.

We’ll focus on your financial world, so you don’t have to
Given our experience managing wealth in every environment, our team is dedicated to providing the planning and wealth management guidance you need to weather difficult markets and pursue the goals that matter most.

We’ve created a family office environment where service comes first and our advice is integrated to address all of your family’s financial goals and concerns. We’re committed to earning your trust so that you can comfortably focus on the other areas of your life knowing we’re dedicated to helping you.

Family photos

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.

  • robert-swiller

    Robert Swiller

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
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    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KY
    • LA
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    • MN
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    • NC
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    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
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    • WA
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    Experience to guide you forward

    His grandfather’s gift of 12 stock shares piqued Bob’s interest in investing and it continues today. With more than 30 years of financial services experience, he has built a reputation for excellence and is recognized in the industry for his multigenerational wealth planning and portfolio management insight. His passion for helping clients achieve their goals has earned the confidence of a diverse clientele of families, business owners, entrepreneurs and retirees.

    Recognized for his hard work, professionalism and service commitment, Bob is trusted by his clients to understand that they are people first, then investors. His goals-based approach to wealth management, along with his focus on financial planning, provides them with the assurance that he will help them pursue many financial milestones throughout their lives.

    Education and professional achievements

    • Barron's Top 1200 Financial Advisor in the US 2022, 2021, 2020, 2019, 2018, 2017, 2015, and 2014

    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.

    For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Selected to join the UBS Wealth Advisor Program-this attests to Bob’s intensive training to address complex client needs with comprehensive wealth management solutions

    • B.A., economics, University of Michigan; M.B.A., finance and marketing, University of Michigan

    Outside of UBS

    Family is most important to Bob, as is giving back through volunteering and fundraising. He has been active with Big Brothers Big Sisters and served on many boards, including Schneider Children’s Hospital  He enjoys spending time with his children, coaching lacrosse and traveling.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        80 South 8th Street
        Suite 2900
        Minneapolis, MN 55402
      • Darren-Lederfine

        Darren Lederfine

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • KY
        • MA
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        • MN
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        • ND
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • VA
        • WA
        • WI

        Experience to guide you forward

        His law school background prepared Darren with strong problem-solving skills. Today, with nearly 25 years of experience helping clients solve their problems, Darren delivers highly personalized financial planning and portfolio management to individuals and families. In addition, his analytical training as an attorney has given him an even broader perspective and understanding of the complexities of wealth and estate planning.

        Trustworthy, empathetic and hard-working, Darren has built long-term relationships by understanding that every client is unique. A strong proponent of financial planning, Darren understands that a comprehensive plan sets the investment strategy. Clients look to Darren to be their "personal CFO" who is dedicated to helping them achieve their goals.

        Education and professional achievements

        • Selected to join the UBS Wealth Advisor Program—this attests to Darren’s intensive training to address complex client needs with comprehensive wealth management solutions

        • Forbes Best-In-State Wealth Advisor, 2019, 2020, 2021, & 2022

        The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.

        For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

        • B.A., history, University of Wisconsin–Madison

        • J.D., William Mitchell College of Law

        Outside of UBS

        Darren is involved in various philanthropic activities on both a local and national level. He and his wife, Lauren, enjoy traveling, eating at great restaurants, exercise and spending time with their dogs.

        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

            80 South 8th street
            29th Floor
            Minneapolis, MN 55402
          • allison-obrien

            Allison O'Brien

            Financial Advisor

            CERTIFIED FINANCIAL PLANNER™

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            • AZ
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            • DC
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            • GA
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            • IA
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            • KY
            • LA
            • MA
            • MI
            • MN
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            • MT
            • NC
            • ND
            • NH
            • NJ
            • NV
            • NY
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            • PA
            • SC
            • TX
            • VA
            • VT
            • WA
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            Alli joined the Swiller Lederfine team in 2015. As a CERTIFIED FINANCIAL PLANNER ™, Alli provides personalized and holistic financial planning services along with portfolio management to use as a road map in helping clients reach their goals and achieve financial freedom. Backed by a team that has deep experience successfully navigating financial markets, Alli will guide you on your financial journey with professionalism and compassion.

             

            Alli holds the Series 7 and 66 securities licenses along with licenses for life, accident, and health insurance and variable annuities.

             

            Prior to joining UBS, Alli earned her bachelor’s degree in global business leadership from the College of Saint Benedict while playing on the hockey and soccer team. In her free time Alli can be found coaching hockey in the winter and on the golf course in the summer.

                • CERTIFIED FINANCIAL PLANNER™
                80 South 8th Street
                Suite 2900
                Minneapolis, MN 55402
              • Jessica Wright

                Jessica Wright

                Senior Wealth Strategy Associate

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                • DE
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                Jessica's wealth management career began with Merrill Lynch in May of 2000. Jess has been focused on delivering superior personalized service and developing customized strategies for her clients.  She has forged long lasting relationships based on listening, caring, and trust. 
                 
                Jessica served 9 years with the Minnesota Air National Guard which helped create her work ethic, attention to detail, and ardent focus on helping people.
                 
                When Jessica is not “triple checking” everything at work, she and her husband Andy are busy chasing around their two littles to various activities in Shakopee.  Jessica loves spending time with family and friends, running, reading and travel.

                      80 South 8th Street
                      Suite 2900
                      Minneapolis, MN 55402
                    • cythnia-pikala

                      Cynthia Pikala

                      Authorized Officer

                      Team Administrator

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                      Cindy is a long-time UBS employee who joined the Swiller Lederfine team in 2016. She has held a variety of positions in her long tenure with the firm and comes to us with an extensive background in serving high net worth clients. She holds the Series 7 and 63 securities licenses. Cindy is married to her husband Dan; they have two adult children and live in Glenwood MN. In their free time they enjoy traveling, spending time with their family, camping and hiking.

                       

                            80 South 8th Street
                            Suite 2900
                            Minneapolis, MN 55402
                          • caroline

                            Caroline Shelquist

                            Client Associate

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                            • WI

                            Caroline joined the Swiller Lederfine team in 2019. She earned a bachelor’s degree in finance from Cornell University and holds the Series 7 and 66 securities licenses. Caroline lives in the Twin Cities and enjoys being outside, spending time on the lake with friends and family, and reading in her free time.

                                  80 South 8th Street
                                  Suite 2900
                                  Minneapolis, MN 55402

                                Plan for each priority in your financial world

                                A multigenerational plan for passing on your wealth

                                Enjoy the retirement lifestyle you’ve earned

                                Manage the liabilities side of your balance sheet

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager