Committed to your financial confidence

At The Banas-Yu Wealth Management Group, we’re a deeply experienced team with a passion for solving your financial challenges. We understand the complex needs of corporate retirement plan sponsors, multigenerational families and business owners. For more than 30-years, we’ve proudly worked together to bring our clients thoughtful, customized solutions encompassing all aspects of their financial lives. Our team is comprised of nationally recognized industry leaders with diverse backgrounds, including a female partner who is a native Mandarin speaker.

We are a planning-based team. As such, each relationship begins with conversations that deepen our understanding of your goals and how we can help you achieve them. Whether we’re advising a plan sponsor on fiduciary responsibilities or an individual investor on multigenerational wealth strategies, we work closely with you to create a fully integrated plan.

Our level of caring has consistently earned our clients’ confidence, with many client relationships over 30 years. Accessible and highly responsive, we are always available to resolve a question or concern. You also gain access to the global resources and thought leadership of UBS, one of the world’s leading wealth management firms.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bob Banas Profile Photo

    Bob Banas, CRPS

    First Vice President–Wealth Management

    Senior Retirement Plan Consultant

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    • CA
    • CO
    • FL
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • WI

    Insights grounded in experience

    A strong work ethic and enthusiasm for the financial markets brought Bob to the start of his advisory career more than 30 years ago. As a powerful advocate for business owners, institutions, corporate retirement plan sponsors and successful families, he helps sort through the complexities of qualified and nonqualified retirement plans. Bob provides fiduciary education and training, working with his institutional clients to design, implement and monitor their employee retirement benefit plans.

    For ultra high net worth families, Bob focuses on holistic financial planning, including trust and estate planning, wealth transfer and customized investment and tax-advantaged strategies. He listens closely to understand his clients’ sophisticated needs, creating long-lasting relationships that span generations.

    Prior to joining UBS as a co-founder of The Banas-Yu Wealth Management Group in 2008, Bob was an Associate Director at Bear Stearns, where his team pioneered one of the firm’s most successful retirement plan consulting practices. Over the course of his career, he has deepened his passion for delivering the best solutions to help corporate and individual clients achieve their financial goals.

    Outside of work 

    Bob invests his time in the support of veterans, with a focus on pathways to college education and transitions to the civilian workforce. In addition, he serves on the UBS Veterans Network Steering Committee for the Midwest region and actively supports local animal rescue efforts. In his free time, Bob enjoys travel, vegetarian cooking, yoga and playing golf.

    • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.
    • PLANADVISER Top Retirement Plan Advisers, 2014, 2015The PLANADVISOR rating is based on information from January of the award year. 

    • Series 7, 63 and 65 securities licenses
    • Life and health insurance licenses
    • Senior Retirement Plan Consultant
    • Chartered Retirement Plans SpecialistSM (CRPS®), College for Financial Planning
    Retirement Plan consulting
    401(k) plan services
    Multi-generational families
    Business owners
    Corporate executives
    One North Wacker Drive
    Chicago, IL 60606
  • Limei Yu Profile Photo

    Limei Yu, CIMA, CRPS

    Senior Vice President–Wealth Management

    Institutional Consultant, UBS Institutional Consulting Program

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    • CA
    • CO
    • FL
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • WI

    Insights grounded in experience
    With three decades of experience serving the needs of affluent investors and corporate retirement plan sponsors, Limei has earned her clients’ trust and created strong relationships that stand the test of time. She is passionate about solving her clients’ most complex financial challenges, combining the full scope of UBS resources with her deep knowledge of asset allocation and advanced planning strategies.

    Limei co-founded The Banas-Yu Wealth Management Group in 1992 with her partner, Bob Banas. As an Institutional Consultant and Senior Retirement Plan Consultant, she focuses on asset allocation analysis, estate planning strategies and relationship management. A native speaker of Chinese Mandarin, Limei’s unique perspective is truly valued by the team’s select group of large Asian corporate clients.

    Prior to joining UBS in 2008, Limei was an Associate Director at Bear Stearns, where her team pioneered one of the firm’s most successful retirement consulting practices. Over the course of her career, Limei has consistently focused on delivering better outcomes—and making a difference in the financial lives of her clients.

    Outside of work 
    Limei is devoted to supporting the Asian community and women’s organizations. She enjoys travel, oil painting, tennis, yoga and cooking. Limei and her daughter share a passion for improving our educational system and encouraging the development of well-rounded children.

    • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
    • NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March and is based on information from June to August of the award year.
    • NAPA Top Women Advisors, 2017, 2018The NAPA rating is awarded annually in September and is based on information from June to August of the award year.
    • PLANADVISER Top Retirement Plan Advisers, 2014, 2015The PLANADVISOR rating is based on information from January of the award year. 
    • PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is based on information from January of the award year. 
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 

    • B.A., Beijing Foreign Studies University
    • M.A., University of Illinois at Chicago
    • Certified Treasury Professional, Northwestern University
    • Series 7, 63 and 65 securities licenses
    • Life and health insurance licenses
    • Institutional Consultant, UBS Institutional Consulting Program
    • Senior Retirement Plan Consultant
    • Certified Investment Management Analyst® (CIMA®), Wharton School, University of Pennsylvania
    • Chartered Retirement Plans SpecialistSM (CRPS®), College for Financial Planning
    Business succession
    Alternative investments
    Institutional consulting
    Retirement Plan consulting
    401(k) plan services
    Women investors
    Business owners
    Entrepreneurs
    One North Wacker Drive
    Chicago, IL 60606
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    Pam Kelly

    Wealth Strategy Associate

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    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MO
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TX
    • VT
    • WI

    An interest in helping people make sense of their financial options and challenges sparked Pam's career in financial services. In 2013 Pam joined UBS Financial Services, Inc. Wealth Management and shortly after in 2015 teamed up with The Banas-Yu Wealth Management Group. Pam manages the groups operations with a focus on serving clients needs as well as business development.

    Leveraging her natural strengths of listening and problem solving, she offers highly personalized guidance. Pam works with institutional clients to provide financial benefits to plan committees and employees. As part of the team, she helps provide personalized service and investment management experience.

    Pam earned a B.A. from Syracuse University and holds Series 3, 7 and 66 securities licenses. In her personal time, she is an avid gardener and enjoys cooking, riding her bike, and traveling to new places as well as the old familiar favorites. Pam and her husband live in Milwaukee with their inquisitive cat. 

     

      • Series 3, 7 and 66 securities licenses
      • Syracuse University, BA
        Retirement Plan consulting
        401(k) plan services
        Sustainable investing
        Impact investing
        411 E Wisconsin Avenue
        Suite 1700
        Milwaukee, WI 53202

      Benefits take center stage

      The pandemic spotlights the importance of employee benefits

      Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

      A focus on personalized access and service

      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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