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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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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.

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    Kevin Wesner

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • DC
    • DE
    • FL
    • GA
    • KY
    • MA
    • MD
    • NC
    • NJ
    • NV
    • OH
    • PA
    • SC
    • TX
    • VA

    Kevin is a Senior Vice President of Wealth Management for UBS Financial Services, Inc. in Baltimore, MD with 17 years of industry experience.  Kevin’s business model is based on defining his client's current financial situation, helping to determine where the client wants to be in the future, and working to develop strategies and financial solutions for his clients.

    In addition to having his securities and insurance licenses, Kevin is designated as an Accredited Asset Management SpecialistSM (AAMS®) and a Chartered Retirement Plan SpecialistSM (CRPS®). Kevin’s specialized training provides him with the expertise necessary to assist his clients with wealth management, retirement planning and 401(k) consulting strategies.

    Originally from York, Pennsylvania, Kevin served in the United States Marine Corps and emerged as a veteran of Desert Storm. He received his Bachelor of Science degree in Economics and Finance from York College of Pennsylvania and currently resides in Baltimore, MD with is wife, Crystal.

    Kevin plays an active role in the Baltimore community through serving on the Board of Directors to the Good Samaritan Hospital Foundation, acting Director of AFP (Annual Funding Plan) for the Epic Church in Canton, member of the Marine Corps League; Baltimore Detachment 565, and a member of the Police Emerald Society.

      • York College of Pennsylvania, Bachelor of Science degree in Economics and Finance
      • Accredited Asset Management Specialist
      • Chartered Retirement Plans Specialist℠
      500 East Pratt Street
      11th Floor
      Baltimore, MD 21202
      kevin.wesner@ubs.com
      Kevin Wesner
      500 East Pratt Street,Baltimore,MD,21202
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      Sherry Outen

      Senior Client Associate

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      • AZ
      • CA
      • DC
      • DE
      • FL
      • GA
      • KY
      • MA
      • MD
      • MT
      • NC
      • NJ
      • NY
      • OH
      • PA
      • SC
      • TN
      • UT
      • VA

      Sherry Bynoe is a Senior Registered Client Service Associate with UBS Financial Services, Inc. She attended the University of Maryland and graduated with a degree in Agriculture and Resource Economics. Sherry has been in the financial services industry for 11 years and joined UBS Financial Services in 2005. Working together with your Wealth Management Team, Sherry will develop a personalized client experience designed to fit your overall investment and banking needs.

        • University of Maryland, Agriculture and Resource Economics
          500 East Pratt Street
          11th Floor
          Baltimore, MD 21202
          sherry.outen@ubs.com
          Sherry Outen
          500 East Pratt Street,Baltimore,MD,21202
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        ElectionWatch 2024

        24 questions for the '24 US election

        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

        Download the report

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