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

Private 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.

Start the conversation

Our team

Errett Van Nice, CPWA

Managing Director–Wealth Management

Financial Advisor
View bio
- 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
View bio
- 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
View bio
- 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 Ruddy

Client Associate
View bio
- 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

Errett Van Nice, CPWA

Managing Director–Wealth Management

Financial Advisor
View bio
- 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
View bio
- 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
View bio
- 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 Ruddy

Client Associate
View bio
- 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

Collective years of experience

As of 06/30/2023

4 person

seasoned team

Diverse clients. Diverse solutions.

Multigenerational families

With advance planning, affluent families become active stewards of their family wealth, securing a sound financial legacy for future generations.

Focus and build your legacy
Zeroing in on your wealth’s purpose helps lay the groundwork for your legacy. We’ll help you clarify and define your family’s values, goals and objectives—then put a plan in place for the life you envision for you and your loved ones.

Estate planning strategies
Estate planning and taxation priorities can impact your long-term goals and future generations. Our team can help educate younger generations on the tools necessary to be good stewards of family wealth for generations to come.

Strategic gifting
We can help you strategize annual gift giving within the family and to outside sources, incorporating taxation considerations into the fold.

Comprehensive advice
Knowing the pitfalls and obstacles that can threaten multigenerational wealth is our job. We’ll help chart a clear course for future spending, investing and transferring wealth for your family’s future.

Between the numbers
So much of what secures family wealth for generations to come is between the numbers: family cohesiveness, governance, philanthropy and mentoring all play a big part in your family’s future financial success. Understanding and implementing these principles help lay the groundwork for the planning and investing that follows.

Entrepreneurs, business owners and corporate executives

Whether you’re a CEO at the height of your career or a senior executive planning for retirement, we have the experience, resources and tools to help you manage your finances.

Liquidity and transition planning
Whether you’re looking to acquire, expand or exit, our goal is bringing long-term value to you and your company. Our bespoke planning process begins with critical pre-liquidity planning, helping identify tax-efficient liquidity sources for your short- and long-term needs—and follows through to execution and closing.

Equity and compensation planning
Building a secure plan to execute stock options or sell company shares within a corporate window means giving strategic thought to tax and privacy considerations. We can help guide your choices around cash flow, tax planning and liquidity needs.

A confident exit
It can take as long as five years to confidently exit the business you’ve built and centered your life around. Early planning is key. From critical pre-liquidity planning to execution and closing, we’ll develop a comprehensive strategy tailored to your long-term goals.

A holistic picture
Professional, personal and financial factors can impact sales, transitions and mergers. We take a look at the whole picture to zero in on your company’s distinct needs.

The next chapter
Our customized strategy includes important tax-planning considerations for your unique long-term financial goals, well beyond the sale.

Entertainers and athletes

Entertainers and professional athletes occupy a unique spot, often seeing peak earnings during a short window early in their lives. The key to future security is in capitalizing on the now. We’ll help customize a long-term financial picture around your values.

Purpose and legacy
As financial advocates and advisors working on your behalf, we dig deep to understand your purpose and legacy. Whether that’s helping you secure a financial future for your family or community, or giving back to a cause near and dear to your heart, we can help create a clear, structured path for a secure financial future.

Long-term picture
Short-lived earnings can easily climb well above what an average individual earns in a lifetime, and this unusual earning period presents specific financial challenges and considerations to preserve wealth for a life span.

Budgeting and cash management
Entertainers and athletes often receive their annual salary during certain months or weeks of the year and the need to account for the period in between is paramount to a healthy financial future. We can help establish an annual budget with monthly or periodic reviews, and help align your cash flows, assets and resources.

Estate planning strategies
Estate planning is a crucial piece of the puzzle, acting as a safety net that helps preserve the value of your assets and minimize disbursement wait times for loved ones.

Both sides of your balance sheet
We can help make credit count, and advise you on how to borrow to open opportunities beyond saving and investing. Meanwhile, we’ll guide you on how to preserve and help grow your immediate assets to ensure they’ll be there for generations to come.

Backed by the strength of UBS

A global leader in wealth management

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

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

Private Wealth Management

Passion for the market

Our team

Errett Van Nice, CPWA

Cara Kelley, CFP, AWMA

Ben Nelson, CFP

Connor Ruddy

Errett Van Nice, CPWA

Cara Kelley, CFP, AWMA

Ben Nelson, CFP

Connor Ruddy

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Education

Credentials

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Education

Credentials

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Diverse clients. Diverse solutions.

Multigenerational families

Entrepreneurs, business owners and corporate executives

Entertainers and athletes

Backed by the strength of UBS

A global leader in wealth management

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