Insight-based advice

Chess pieces on a chessboard

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.

Mature woman on tablet

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.

  • image

    Kevin Wesner

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • DC
    • DE
    • FL
    • GA
    • KY
    • MD
    • NC
    • 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
    • image

      Sherry Outen

      Senior Client Associate

      • image
      • image
      • DC
      • DE
      • FL
      • MA
      • MD
      • MT
      • NC
      • NJ
      • NY
      • PA
      • SC
      • TN
      • 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

        The circular economy: What is it?

        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