Russell P. Coyner
Registered Client Service Associate
Russ joined the Coyner Wealth Management Group in early 2016. Prior to joining the team at UBS, Russ worked at Prudential Securities. Russ brings a youthful passion to the team and a dynamic personality that works well with company employees.
Russ is responsible for assisting with investment research and creating financial plans utilizing the firm's financial goal analysis tools. He also serves as an intermediary between HR team members and Retirement Plan Providers to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis. He assists with quarterly plan reviews and is instrumental in plan benchmarking and new proposals. Russ also serves as an additional resource for participant education and is available for participants to reach out to for any questions pertaining to their retirement account.
Russell earned a Bachelor of Arts degree in Communications from Northern Illinois University. Russ is FINRA registered and currently holds his series 6, 7, 63 and 66 license as well as Life & Health Insurance. Russ enjoys many sports (baseball, golf, etc..) and is an avid fitness enthusiast.
Kara K. Griffin
Client Service Associate
Kara provides individualized service and exceptional support to our clients. Through account opening, documentation, and client inquiries, she regularly communicates with clients. Kara's assistance with putting together comprehensive financial plans has a direct impact on helping clients achieve their personal goals.
Kara has over 20 years of financial services experience, beginning her career at Merrill Lynch, and joining UBS as a Client Associate in 2011. Kara and her family reside in Oswego, Illinois.