Kevin E. Wesner
About Kevin E. Wesner
Kevin E. Wesner is a Senior Vice President in Wealth Management at UBS Financial Services Inc., where he has worked since 2008. He has over 15 years of experience providing tailored financial advice, previously holding positions at Legg Mason and Smith Barney.
Work at UBS
Kevin E. Wesner has been employed at UBS Financial Services Inc. since 2008, where he holds the position of Senior Vice President in Wealth Management. In this role, he has been providing tailored financial advice to clients for over 15 years. Wesner focuses on aligning all aspects of clients' financial lives to help them achieve their wealth goals. He emphasizes the importance of personalized advice, encouraging clients to embrace their financial future with confidence.
Previous Experience in Wealth Management
Before joining UBS, Kevin E. Wesner worked at Smith Barney as Senior Vice President in Wealth Management from 2006 to 2008. Prior to that, he spent a decade at Legg Mason as First Vice President in Wealth Management from 1996 to 2006. His extensive experience in the wealth management sector has contributed to his expertise in providing financial guidance and support to clients.
Military Background
Kevin E. Wesner served in the United States Marine Corps from 1989 to 1993 as an Aircraft Maintenance Data Analysis Technician. This role provided him with valuable skills and discipline that have contributed to his professional development in the financial services industry.
Education and Expertise
Kevin E. Wesner studied at York College of Pennsylvania, where he earned a Bachelor of Science degree in Economics and Finance from 1993 to 1996. His academic background has equipped him with a solid foundation in financial principles, which he applies in his wealth management practice.