Knowledge

Powered by experience

Taylor dePenaloza

Vice President–Wealth Management

Financial Advisor

As a Financial Advisor, Taylor works to help individuals and families pursue their goals through comprehensive planning and investment management. Taylor joined UBS in 2014 and previously served as the financial planning specialist for the Chicago complex. In this role, she provided expertise to ultra-high net worth clients on a variety of topics including retirement income and cash flow analysis, estate and multi-generational planning, business succession, and executive compensation and benefit strategies. Prior to UBS, Taylor worked at Nuveen Investments as an Internal Advisor Consultant.

Taylor is a CERTIFIED FINANCIAL PLANNER™. She also holds the Accredited Wealth Management Advisor and Certified Divorce Financial Analyst designations.

Taylor received a B.A. in Economics and Strategic Communication from Miami University. Outside the office, Taylor serves on the Junior Board of Youth Guidance, a local organization focused on the advancement of at-risk youth. She resides in Chicago with her husband, Patrick.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MO
  • NM
  • NV
  • NY
  • OH
  • PA
  • TX
  • UT
  • WA
  • WI

Education

  • Miami University, B.A. in Economics and Strategic Communication

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One North Wacker Drive
Chicago, IL 60606

Email Me

Judy Severino

Senior Client Associate

Judy’s approach to client service

Judy brings 30 years of experience to the team and has been a member of the Smith Wealth Management Group for over 15 years. Over that time, she has grown to deeply understands each client's needs and expectations. She truly enjoys getting to know the clients and their families and is constantly finding ways to enhance the relationship. In her role, she is responsible for overseeing daily client activities which include managing cash flows, coordinating client reviews and responding to general client inquiries.

Judy and her husband, Phil, live in Valparaiso, Indiana. They are proud parents of four children and especially proud grandparents of Dominic, their only grandchild. After spoiling Dominic, Judy enjoys reading, gardening and traveling.

One North Wacker Drive
Chicago, IL 60606

Email Me