Alexis F. Saed, CIMA, CRPC, CEPA - UBS Financial Services Inc.

John Verbeke - UBS Financial Services Inc. is a reputable wealth management firm based in Chicago, IL. With a focus on building lasting relationships, they prioritize their clients' best interests by asking critical questions to understand their needs, priorities, and concerns. Their team of financial advocates is committed to earning clients' confidence and trust through integrity, prudence, and accessibility. As a Vice President of Wealth Management, John Verbeke brings extensive expertise to the firm. With recognition from Forbes as one of the Best-in-State Wealth Management Teams in 2024, John Verbeke is dedicated to providing top-quality investment advice and personalized financial solutions. With a strong emphasis on liquidity management and a global footprint spanning 51 countries, UBS Financial Services Inc. is a trusted leader in the wealth management industry.Generated from the website

UBS Financial Services Inc. is a wealth management firm based in Chicago, specializing in providing investment advisory and brokerage services to corporations, institutions, family offices, and high net worth individuals. Their Corporate Cash Management Group offers customized, separately managed fixed-income investment programs designed to meet client-specific goals, liquidity needs, and tax status. Operating under SEC regulations, UBS Financial Services Inc. emphasizes the importance of understanding their various services and client agreements, differentiating between investment advisory and brokerage activities. The firm also advises clients to consult legal and tax professionals before implementing investment strategies or estate planning, ensuring informed decision-making in wealth management. Generated from the website