Bernadette Therese Lanser - UBS Financial Services Inc.

Lee McCarthy - UBS Financial Services Inc. is a reputable financial advisory firm located in Brookfield, WI. With over 15 years of experience in the financial services industry, Lee McCarthy offers personalized financial planning and wealth management services to clients, guiding them through major life events and helping them preserve and pass on their wealth. Lee holds various securities licenses and is working towards becoming a Certified Financial Planner, ensuring that clients receive expert advice and guidance. Outside of work, Lee enjoys golfing, running, and spending time with his family. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Lee McCarthy - UBS Financial Services Inc. is committed to understanding each client's unique financial goals and crafting tailored solutions. Their comprehensive approach to financial planning goes beyond investments, encompassing all aspects of clients' financial lives. With a focus on liquidity management and a team of experienced professionals, Lee McCarthy - UBS Financial Services Inc. provides clients with the expertise and support they need to turn their financial vision into a reality.Generated from the website

Neil Conway - UBS Financial Services Inc. in Brookfield, WI is a wealth management firm that focuses on guiding clients through major life events and helping them preserve and pass on their wealth. With a customized approach to financial planning and wealth management, they go beyond investments to encompass all aspects of their clients' financial lives. Backed by the strength of UBS, a global leader in wealth management, Neil Conway and his team are committed to understanding what wealth means for their clients and delivering finely crafted financial advice that aligns with their clients' values and goals.Generated from the website

Bruce Gerard Lanser, CIMA, CRPC, CPRS, is a seasoned financial advisor at UBS Financial Services Inc. in Brookfield, WI, with over 30 years of experience in corporate retirement planning, investment consulting, and fiduciary guidance. He specializes in customizing retirement plan designs that meet organizational goals and optimize employee outcomes through thorough analysis and strategic partnerships. Outside of his professional pursuits, Lanser is dedicated to community service, serving as the Chairman of the Investments Committee of Junior Achievement of Wisconsin. An accomplished speed skater, he is among a select group of officials qualified to preside at the Olympic Games, showcasing his commitment to excellence both personally and professionally. Generated from the website