Let's move forward. Together.

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.

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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.

Douglas Eaton

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
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.

CA License #4271205
- University of Illinois Urbana-Champaign, B.S. in Chemistry/Biochemistry
- Loyola University of Chicago, MBA
One North Wacker Drive
Chicago, IL 60606

douglas.eaton@ubs.com

Douglas Eaton

One North Wacker Drive,Chicago,IL,60606
David Fitch

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
David has worked in Wealth Management at UBS for over 12 years. His career has spanned one of the most turbulent periods in the history of financial markets. Through this time, David has kept his focus on his clients' long-term goals, through careful asset allocation and a planning-based advisory practice.

After graduation from Le Moyne College in Syracuse, New York, David began with UBS in a Client Service role, supporting several financial advisors. During this period he devoted his time to studying Financial Planning and asset allocation strategy.

In 2004, David attained a CERTIFIED FINANCIAL PLANNER® designation and joined on as a partner with Kevin Fitch. In the years following, David continued his education, culminating in an MBA with concentrations in Finance and Strategy, Execution and Valuation from DePaul University's Kellstadt School of Business in 2010.

David holds NASD Series 3, 7, 31 and 66 licenses.

CA License #4270861
- Le Moyne College
- DePaul University's Kellstadt School of Business , MBA with concentrations in Finance and Strategy, Execution and Valuation
- CERTIFIED FINANCIAL PLANNER®
- Portfolio Manager
One North Wacker Drive
Chicago, IL 60606

david.fitch@ubs.com

David Fitch

One North Wacker Drive,Chicago,IL,60606

Douglas Eaton

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
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.

CA License #4271205
- University of Illinois Urbana-Champaign, B.S. in Chemistry/Biochemistry
- Loyola University of Chicago, MBA
One North Wacker Drive
Chicago, IL 60606

douglas.eaton@ubs.com

Douglas Eaton

One North Wacker Drive,Chicago,IL,60606
David Fitch

Senior Vice President–Wealth Management
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- SD
- TN
- TX
- VA
- WA
- WI
David has worked in Wealth Management at UBS for over 12 years. His career has spanned one of the most turbulent periods in the history of financial markets. Through this time, David has kept his focus on his clients' long-term goals, through careful asset allocation and a planning-based advisory practice.

After graduation from Le Moyne College in Syracuse, New York, David began with UBS in a Client Service role, supporting several financial advisors. During this period he devoted his time to studying Financial Planning and asset allocation strategy.

In 2004, David attained a CERTIFIED FINANCIAL PLANNER® designation and joined on as a partner with Kevin Fitch. In the years following, David continued his education, culminating in an MBA with concentrations in Finance and Strategy, Execution and Valuation from DePaul University's Kellstadt School of Business in 2010.

David holds NASD Series 3, 7, 31 and 66 licenses.

CA License #4270861
- Le Moyne College
- DePaul University's Kellstadt School of Business , MBA with concentrations in Finance and Strategy, Execution and Valuation
- CERTIFIED FINANCIAL PLANNER®
- Portfolio Manager
One North Wacker Drive
Chicago, IL 60606

david.fitch@ubs.com

David Fitch

One North Wacker Drive,Chicago,IL,60606

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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As of 06/30/2024

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Let's move forward. Together.

Pursuing your goals together

Douglas Eaton

David Fitch