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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 Profile Photo

    Douglas Eaton

    Senior Vice President–Wealth Management

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    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.

      • University of Illinois Urbana-Champaign, B.S. in Chemistry/Biochemistry
      • Loyola University of Chicago, MBA
        One North Wacker Drive
        Chicago, IL 60606
      • David Fitch Profile Photo

        David Fitch

        Senior Vice President–Wealth Management

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • 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.

          • 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

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        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

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