Knowledge Powered by experience

Russell Paul Coyner, CRPS ®, AWMA ®

Wealth Strategy Associate
630-753-1271

email   Connect with me on LinkedIn



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. 


Registered States:
IL


Komalpreet Kaur

Client Service Associate
630-753-1262

email



Komal joined UBS in 2019 as a Registered Client Service Associate. Komal handles the operational and administrative side of the business and is available to clients for their specific needs. Her efficient and detail oriented abilities are very important to our business.

Prior to joining UBS, Komal began her career at Merrill Edge as an Investment Specialist. Komal attended Lewis University and majored in finance with a  minor accounting. She holds her series 7, 66 and 63 securities licenses . In her spare time, she enjoys spending time with her friends and family, cooking , and traveling.


Registered States:
AZ, CA, CO, CT, DE, FL, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TN, TX, VA, WI