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
    • OR
    • PA
    • SC
    • TX
    • WA
    • WI
    • WV

    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.

          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181
        • Anup Parasu Profile Photo

          Anup Parasu

          Financial Advisor

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

          Anup, after graduating from UW-Madison with a bachelor's in economics and a minor in business, has spent his entire professional career in the wealth management industry. Since graduation, his path has brought him to UBS following his time as a representative with AXA Advisors where he focused on insurance, annuities, and planning.

          Today at UBS, Anup's mission is to educate individuals, so they can make well-informed decisions as it relates to their unique situation. He does this by helping clients identify and prioritize their goals, offering strategic guidance specific to their needs, and then implementing a plan that works best for them.

          Anup believes in his team's investment philosophy and works with client's to provide them with strategic financial planning, retirement services, risk management, and estate planning strategies. His main focus is on building an investment strategy for client's to maintain and improve the lifestyles of both themselves and their children and grandchildren.

            • UW-Madison, Bachelor's in Economics and a minor in Business
              One Tower Lane
              Oakbrook Terrace Tower, Suite 1700
              Oakbrook Terrace, IL 60181
            • Manila Kala Profile Photo

              Manila Kala

              Client Associate

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              • AR
              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IL
              • IN
              • KY
              • LA
              • MI
              • MN
              • MO
              • MT
              • NC
              • NJ
              • NM
              • NV
              • NY
              • OH
              • OK
              • OR
              • PA
              • SC
              • 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

                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

                Insights