Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


Jeremy Shull, CFP, CIMA, CRPS

Senior Vice President–Wealth Management

Jeremy joined UBS in 2001. He is a Certified Financial Planner (CFP®) professional, a Certified Investment Management Analyst SM (CIMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®) with UBS Wealth Management. Jeremy holds the Series 3, 7 and 66 securities licenses. In addition, he is licensed to offer life, long-term disability and long-term care insurance. Jeremy earned a bachelor’s degree in finance from The University of Kansas and an M.B.A. from The University of Chicago Booth School of Business. He enjoys basketball, paddle tennis, golf and tennis in his free time. He lives in Winnetka, IL, with his wife, Lindsay, and three children.

Personal & Community

  • Volunteer for Chosen & Dearly Loved
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures


  • M.B.A., University of Chicago Booth School of Business
  • B.S. in Finance, University of Kansas


  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4546

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UBS and Credit Suisse—stronger than ever

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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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager