Your purpose. Our passion. Wealth strategy, customized to you.

Private Wealth Management

2023 Van Nice Wealth Management

Passion for the market

You’re at the top of your game. We’re at the height of ours. Together we can craft a bespoke investment plan tailored to your comprehensive financial goals.

Backed by UBS’s span of global resources and connections, Van Nice Wealth Management Group delivers one-on-one access to your portfolio manager and dedicated financial planning associates. Our team is fully integrated in your decision-making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help you understand how it relates to your personal financial landscape.

Whether you’re an entertainer, executive, entrepreneur or head of a multigenerational office, our team is interested in your distinctive financial vision. Your goals, priorities and values frame our custom investment strategies as we build responsible stewardship over generations and connect you to like-minded peers.

Our team

  • Peter Errett Van Nice

    Errett Van Nice, CPWA

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WY

    Errett joined UBS in 2008, and has now accumulated 20 years of experience in the financial services industry. He began his career in 1993 at the financial markets of the Chicago Board of Trade. As a UBS Wealth Advisor, Errett advises a select group of individuals, families, and business owners. His area of expertise focuses on serving high net worth clients.

    Errett provides exceptional service and takes a conservative, long-term approach to investing. He has built long-lasting relationships with his clients; including corporate executives, individuals, charitable organizations and business owners. Using fundamental and technical analysis, he seeks to identify and capitalize on undervalued companies and realize potential investment ideas for his clients. He looks for companies that exhibit a history of earnings growth coupled with a dynamic management team that prioritizes the enhancement of shareholder value. To provide the best service while working with clients in financial and estate planning, Errett uses his professional relationships with attorneys to advise his clients on how to best preserve and create their wealth, as well as how to better adapt to new tax law changes, and utilize insurance solutions to maximize wealth transfers to heirs. Errett's long-term approach often provides financial security for several generations beyond an individual client relationship.

    Errett earned a B.A. in political science from University of Arizona and holds Series 7 and 66 securities licenses, as well as life insurance and variable annuities licenses. Being involved in his community, Errett is currently serving on the Board of Directors of High Jump, the Alumni Board of the Latin School of Chicago, the Advisory Council of the Berkshire School, and the Advisory Board of the Gary Comer Youth Center. When not at work, he enjoys traveling, skiing, playing squash, and spending time with his family. He and his wife live in Chicago with their three children.

          Multi-generational families
          Family Offices
          Philanthropy
          Custom portfolios
          Lending services
          Business owners
          One North Wacker Drive
          Chicago, IL 60606
        • Cara Kelley, CFP, AWMA

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WY

                Financial planning
                Estate planning strategies
                Women investors
                One North Wacker Drive
                Chicago, IL 60606
              • Ben Nelson, CFP

                Senior Wealth Strategy Associate

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IA
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • MS
                • NC
                • NE
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • SD
                • TX
                • UT
                • VA
                • VT
                • WA
                • WI
                • WV
                • WY

                Passion for knowledge

                For Ben, nothing is better than "being able to directly or indirectly help a client achieve a goal or dream," he says. He proud to be a intricate member of the Van Nice Wealth Management Group at UBS.

                He Enjoys serving clients alongside talented and dedicated professionals who are goal-driven and put their clients first in providing financial planning and advisory services. "Our team is strong in all areas of investment planning and financial planning, and has a network of experts to assist with more specialized functions" he says.  

                Dedicated to education and expanding his knowledge and skill sets, Ben-after only three years in the industry-has attained his Certified Financial PlannerTM (CFP®) certification. 

                Experience

                - Senior Wealth Strategy Associate, UBS, 2021 - present

                - LPL registered Administrative Associate, Exemplar Financial Network, LLC, 2019 - 2021

                Education and credentials

                - B.A., History, minor in Business, University of Missouri–Columbia, 2019

                - Certified Financial PlannerTM (CFP®) certification

                Life

                - Ben spends as much time as possible fly fishing in the Pere Marquette River.

                - He loves to spend time golfing during the summer months

                - Ben is also a diehard Chicago sports fan and a growing Formula One racing fan.

                 

                “I am proud to be a part of such an experience team that is so committed to helping clients achieve their goals.”

                  • University of Missouri, Bachelor of Arts, History
                  • CERTIFIED FINANCIAL PLANNER™
                  Financial planning
                  Philanthropy
                  Retirement planning
                  Estate planning strategies
                  Investing
                  Sustainable investing
                  One North Wacker Drive
                  Chicago, IL 60606
                • Connor Head Shot

                  Connor Ruddy

                  Client Associate

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                  • AR
                  • AZ
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IL
                  • IN
                  • MA
                  • MD
                  • ME
                  • MI
                  • MO
                  • NC
                  • NJ
                  • NM
                  • NY
                  • OR
                  • PA
                  • SC
                  • TN
                  • TX
                  • VA
                  • VT
                  • WA
                  • WI
                  • WY

                        One North Wacker Drive
                        Chicago, IL 60606

                      57

                      Collective years of experience

                      As of 06/30/2023

                      4  person

                      seasoned team


                      Diverse clients. Diverse solutions.

                      Multigenerational families

                      Multigenerational families

                      Entrepreneurs, business owners and corporate executives

                      Entrepreneurs, business owners and corporate executives

                      Entertainers and athletes

                      Entertainers and athletes

                      Backed by the strength of UBS

                      A global leader in wealth management

                      #1

                      For Ultra-High Net Worth clients

                      Euromoney Private Banking and Wealth Management Survey, 2016-2020

                      $3.9 trillion

                      In invested assets globally 
                      As of 12/31/2022

                      Global leader

                      UBS is a world-leading wealth manager