Experience Makes all the difference

Bob Vasa

Director
Branch Manager
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262-794-0861
800-847-3599

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Registered States:
CA, CO, FL, IL, IN, MD, PA, TX, WI


William Farley Packard

Authorized Officer
Admin Manager

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Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Renee L. Graf

262-794-0809

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Renee has over 32 years of experience in the financial services industry. She began her career in 1982 as a Margin Clerk for Blunt, Ellis & Loewi, a subsidiary of Kemper Corporation. In 1990 she served as a Technology Liaison for the firm’s computer service center in Chicago, IL. She spent 3 more years at Blunt, Ellis & Loewi as a Registered Sales Assistant.

In 1995 Renee took a position with AG Edwards in Syracuse, NY, assisting a financial team advising European institutional clients. Returning to Wisconsin in 1999, she joined one of the firm’s institutional advisors in Milwaukee. From 2000-2004 she worked in brokerage operations at Strong Investments.

Renee joined UBS in 2004, serving in various capacities ranging from Branch Operations Manager to Branch Service Associate and was promoted to Assistant Operations Manager for the Northbrook-Wisconsin Complex in 2014.


Julia E. Schulenberg

Branch Office Administrator
608-831-8683

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