A plan for today, tomorrow and generations to come

The Field Wealth Management Team

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.

Plans

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.

  • David Field Profile Photo

    David Field

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • SC
    • TX
    • WA
    • WI

    David Field Vice President- Investments With over 25 years of experience in the financial services industry, David has developed an extensive knowledge of financial markets, economic conditions, and investment strategies. He started his career with ADM Securities prior to joining UBS in 1997. David's area of specialization is in Asset Allocation, Options, Risk Management, Portfolio Construction and Maintenance as well as Stocks and Mutual Fund research. Through the UBS Financial Goal Analysis software he helps assess risk levels and personal attainment of goals.

    CA License Number 0D60036

          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181
          david.field@ubs.com
          David Field
          One Tower Lane,Oakbrook Terrace,IL,60181
        • Manila Kala Profile Photo

          Manila Kala

          Wealth Strategy Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • IA
          • IL
          • IN
          • KY
          • LA
          • MA
          • MI
          • MN
          • MO
          • MT
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • WA
          • WI

          As a dedicated Registered client service associate with over 15 years of experience in the financial services industry, she understands that each client is different – from a new investor to one with years of experience – and she appreciates your individual circumstances. Her goal is to help you with all your client and investment needs. She has been with UBS for 10 years now and before that was a Financial Advisor with Ameriprise Financial Services. She has an MBA in Finance and Marketing from the University of Mumbai and also has the Series 7, Series 66 licenses, and Life and Health Insurance Licenses.

            • University of Mumbai , MBA in Finance and Marketing
              One Tower Lane
              Oakbrook Terrace Tower, Suite 1700
              Oakbrook Terrace, IL 60181
              manila.kala@ubs.com
              Manila Kala
              One Tower Lane,Oakbrook Terrace,IL,60181
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Fausto

            Tariffs, volatility and your portfolio

            Are you ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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