Experience

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.

CA License #OL94363

CA License #: 4303356

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.”