Wealth advice for your life's goals

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.

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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.

Robert Swiller

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WI
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, 2023
  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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
Darren Lederfine

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- 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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
80 South 8th street
29th Floor
Minneapolis, MN 55402
Allison O'Brien

Financial Advisor Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WI
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

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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
Cynthia Pikala

Authorized Officer

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- ID
- IL
- MI
- MN
- NC
- ND
- NV
- NY
- SC
- TX
- WA
- WI
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

Robert Swiller

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WI
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, 2023
  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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
Darren Lederfine

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- 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, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
80 South 8th street
29th Floor
Minneapolis, MN 55402
Allison O'Brien

Financial Advisor Associate

CERTIFIED FINANCIAL PLANNER™
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- HI
- IA
- ID
- IL
- KY
- LA
- MA
- MI
- MN
- MO
- MT
- NC
- ND
- NH
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WI
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

Senior Wealth Strategy Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IA
- ID
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- SD
- TN
- TX
- UT
- VA
- WA
- WI
- WY
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
Cynthia Pikala

Authorized Officer

Team Administrator
View bio
- AZ
- CA
- CO
- FL
- ID
- IL
- MI
- MN
- NC
- ND
- NV
- NY
- SC
- TX
- WA
- WI
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

Plan for each priority in your financial world

You could be retired for 30 years. How much funding will you actually need to live comfortably without risking depletion? Which accounts should you tap first? The longer you spend in retirement, the greater the impact these decisions can have on your retirement lifestyle and the value of the estate you leave behind. We’ll work together to help ensure you’re financially prepared to retire your way.

Enjoy the retirement lifestyle you’ve earned

A multigenerational plan for passing on your wealth

Whether you are navigating family milestones, like education or home funding, managing business transitions or planning your retirement or estate, we have the knowledge and experience to help you build a flexible, adjustable plan for pursuing the goals that matter most to you. We can also coordinate with your attorneys, accountants or other advisors to ensure a well-aligned approach.

We will also work with your tax and legal advisors to ensure the plan is tailored to your wishes and executed accurately and efficiently.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Wealth advice for your life's goals

Pursuing your goals together

Robert Swiller

Darren Lederfine

Allison O'Brien

Jessica Wright

Cynthia Pikala