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.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        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
        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            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

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  Global leader

                  UBS is a world-leading wealth manager

                  Insights