KAREN GLEICHER HEISLER AND TERI CONKLIN

As a pioneer in the field of socially responsible investing, Karen Gleicher Heisler, Senior Vice President/Wealth Advisor at UBS Financial Services Inc. in Northbrook, believes that optimal wealth management is about aligning lifestyle, values, and aspirations. “To that end, I educate my clients and guide them toward investment strategies that merge their most important financial and retirement goals with their personal values,” explains Heisler, who’s been working in finance since her first job on the trading floor at age 16. Teri Conklin, Senior Vice President/Wealth Management at UBS, who works both in Northbrook and Naples, Florida, says her team specializes in helping clients plan for their retirement and financial health. “Most people plan for a vacation but not a successful financial retirement,” says Conklin. “We help put together a roadmap or plan to accomplish their goals.” Both Conklin and Heisler were recognized as Forbes/SHOOK Top Women Wealth Advisors in 2021. Additionally, Conklin has been named one of Forbes Best-In-State Wealth Advisors in Illinois for 2021. “A big factor for these accolades is the strong relationships they have built with clients over the years. That foundation enables Teri and Karen to make the most of their expertise and the global resources of UBS to help clients pursue what matters most. It’s a big reason both colleagues make such a positive impact on their clients’ lives,” says Geoffrey C. Centner, Branch Manager of UBS’ Northbrook Office. Heisler adds, “We pride ourselves on unparalleled client focus, attention to detail, and accountability to a culture of high expectations.”