Charles Newman
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At Newman & Associates we understand and appreciate the unique needs of the successful entrepreneur. That's why we deliver a process designed to address specific needs at various points in the lifecycle of your company, with the goal of optimizing your company's value and your family's wealth. We believe sound advice from leading experts in their respective fields is of paramount importance. Whether you are in the early stages of launching your company, actively seeking a liquidity event, or need advice monetizing a concentrated stock position, our group will connect you to professionals with one goal in mind: maximize and protect the wealth you create. The Newman & Associates Wealth Management Group provides you with a single point of contact designed to save you time and energy, allowing you to focus on those things about which you are most passionate.

Judy Severino

Senior Client Associate

Judy Severino

One North Wacker Drive
Chicago, IL 60606

Email Me

Judy Severino

Senior Client Associate

One North Wacker Drive
Chicago, IL 60606

Email Me

judy.severino@ubs.com
Judy Severino
One North Wacker Drive,Chicago,IL,60606

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

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