Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Terry Revolinski

First Vice President–Wealth Management

Prior to joining UBS in 1987, Terry worked as a senior tax specialist at two major accounting firms. He holds a B.A. in accounting and a B.S. in political science from Illinois Wesleyan University. He also earned a J.D. from the Baylor University School of Law.

In 2013, Terry was given the Certified Portfolio Manager, or CPM®, designation after attending Columbia University in New York.

He and his wife, Deby, reside in Brookfield, WI. They have three sons. He enjoys fishing and golfing.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • MN
  • MO
  • MS
  • NC
  • NV
  • NY
  • OH
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • J.D., Baylor University School of Law
  • B.A. Accounting and B.S. Political Science, Illinois Wesleyan University

Credentials

  • Certified Portfolio Manager®
17775 West Bluemound Road
Brookfield, WI 53045
  • (262) 794-0823

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

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