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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • William Read III Profile Photo

    William Read III, CFP, CIMA

    Senior Vice President–Wealth Management

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    As the senior member of the group, Mr. Read's focus is on high net worth asset management. He focuses on concentrated stock strategies, corporate finance activities, private equity investing, estate planning, family office and discretionary portfolio management. Mr. Read received his undergraduate degree from the University of Illinois and his MBA from Northern Illinois University in Finance and Economics. He has achieved the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) via Northwestern University and Certified Investment Management Analyst (CIMA®) via the Wharton School of Business, at the University of Pennsylvania.

      • University of Illinois, Undergraduate Degree
      • Northern Illinois University, MBA in Finance and Economics
      • Senior Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      One North Wacker Drive
      Chicago, IL 60606
    • Senka Barney Profile Photo

      Senka Barney, CRPC

      Senior Client Associate

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      Ms. Barney has an extended and accomplished tenure in the financial services industry. Prior to working at UBS, Ms. Barney had excelled for over 20 years at positions servicing both individual and institutional clientele at her former firms including; Merrill Lynch, Morgan Stanley and Calamos Investments.  Within the Read Group, Ms. Barney utilizes her experience to head all client management, portfolio execution and operational activities. She is uniquely qualified to handle the ongoing needs of clients by combining her experience with her achievements in obtaining and maintaining the Series 7, 63, 66 and insurance licenses, as well as, being accredited as a Chartered Retirement Planning Counselor (CRPC®).

      Away from the office, Ms. Barney takes time to support community activities through volunteerism at local food depositories and shelters. She celebrates the distinctive heritage of being a first generation Serbian-American and currently resides in the southwest suburbs of Chicago with her two beautiful daughters.

          • Chartered Retirement Planning Counselor℠
          One North Wacker Drive
          Chicago, IL 60606
        • Bradley Parks Profile Photo

          Bradley Parks, ChFC

          Vice President–Wealth Management

          Financial Advisor

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          Mr. Parks has over a decade of financial service experience since joining the Read Group in 2003.  During this time, Bradley has developed a client-centric philosophy that combines his continuous effort and attention with client goals and relationships.  With a special focus towards financial planning, insurance needs and charitable giving, and in addition to his series 3, 7, 66 and insurance licenses, Mr. Parks holds the Chartered Financial Consultant ® designation, which has the most extensive educational program required for any financial services credential.  This continued education has allowed Bradley to stay atop the ever-changing landscape of the financial services environment while he has the pleasure to serve the needs of families, business owners and athletes across the country.

          Outside of the office, Mr. Parks takes an active role in several community organizations.  He has proudly served on the boards of the 100 Club of Chicago and the Joffrey Ballet and currently serves as a board member of The 100 Club of DuPage County.  Additionally, Bradley earned a Level 5 coaching designation from USA Hockey and has coached various high school-aged teams in the Chicagoland area.  Mr. Parks has made his home in Naperville, Illinois with his wonderful wife and sons, Katelyn, Anthony and Leo.

           

              • Chartered Financial Consultant
              One North Wacker Drive
              Chicago, IL 60606

            What did the Fed say?

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            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.

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