Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

father son handshake

Douglas Eaton

First Vice President–Wealth Management

Doug has been helping people reach their financial goals for over 27 years, and has extensive experience in portfolio management with emphasis in equity evaluation. His primary goal has always been to learn the financial needs of each client and provide the best suitable investment solutions. Asset allocation and overall portfolio construction are very important components to the team solutions.

Doug received a B.S. in Chemistry/Biochemistry from the University of Illinois Urbana-Champaign in 1979 and joined Baxter Travenol as a chemist in 1980. He transitioned to pharmaceutical sales with G.D. Searle & Co. in late 1982. After earning an MBA at Loyola University of Chicago, Doug decided to pursue his passion for finance and investments by joining Paine Webber, Inc. in 1986, and remained with the firm when Paine Webber was purchased by UBS in 2000.

Doug and his wife Jill reside in Chicago where they both enjoy running, family, travel, fine dining, entertaining and reading.

Doug holds the FINRA Series 3, 7, 63 and 65 licenses, as well as insurance licenses.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • B.S. in Chemistry/Biochemistry, University of Illinois Urbana-Champaign
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4304

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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