Experience

Makes all the difference

Jeremy Shull

Managing Director–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025, 2026The 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

One North Wacker Drive
Chicago, IL 60606

Email Me

jeremy.shull@ubs.com
Jeremy Shull
One North Wacker Drive,Chicago,IL,60606

Lidia Villalobos, CFP

Senior Wealth Strategy Associate

Lidia joined UBS in 2012 after graduating from Loyola University Chicago with a Bachelor's Degree in finance and marketing. Lidia lived in Mexico City for 16 years and speaks fluent Spanish. Lidia holds her Series 7 and 66 securities licenses and is Certified Financial Planner (CFP®) professional. She lives in downtown Chicago.

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
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

Education

  • Loyola University Chicago, Bachelor's Degree in Finance and Marketing

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Certified Investment Management Analyst
One North Wacker Drive
Chicago, IL 60606

Email Me

lidia.villalobos@ubs.com
Lidia Villalobos, CFP
One North Wacker Drive,Chicago,IL,60606

Jonathan Khosa

Wealth Strategy Associate

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
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV

Education

  • Loyola University Chicago, Bachelor's Degree in Finance, with a minor Entrepreneurship: 2014 - 2018
One North Wacker Drive
Chicago, IL 60606

Email Me

jonathan.khosa@ubs.com
Jonathan Khosa
One North Wacker Drive,Chicago,IL,60606

Alexander Van Der Meer

Registered Client Associate

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
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Education

  • Tulane University, Bachelor's Degree in Finance & Marketing, with a minor in Film: 2018 - 2022
One North Wacker Drive
Chicago, IL 60606

Email Me

alexander.vandermeer@ubs.com
Alexander Van Der Meer
One North Wacker Drive,Chicago,IL,60606

Sarah Ruby

Wealth Strategy Associate

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
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
One North Wacker Drive
Chicago, IL 60606

Email Me

sarah.ruby@ubs.com
Sarah Ruby
One North Wacker Drive,Chicago,IL,60606

Our resources

  • Joanna Morrison

    Executive Director

    Senior Wealth Strategist - Advanced Planning

  • Heather George

    Heather George

    Executive Director

    Senior Strategist, Family Advisory and Philanthropy Services Americas

  • Matthew Morris, CFA

    Managing Director

    Head, Portfolio Advisory Group Midwest, New York and Northeast Division

  • Titus Song

    Executive Director

    Alternative Investments Consultant

  • Daniel

    Daniel DeMichael

    NMLS #652578

    Senior Wealth Management Banker, UBS Bank USA N.A.

    Current role and areas of expertise

    Daniel DeMichael joined UBS Bank USA in 2016. He is currently a Senior Wealth Management Banker for the Chicago area Wealth Management and Midwest Private Wealth markets.

    Daniel has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

    Professional history

    Daniel has over 22 years of experience in Financial and Real Estate services. In addition to his role as Senior Wealth Management Banker, Dan has past experience as a Realtor®, Mortgage Originator, Private Banking Client Manager and UHNW Banking Advisor.

    Education and personal information

    In Daniel’s role as a Senior Wealth Management Banker his NMLS # is 652578. He holds permissive Series 7, 6 and 63 securities licenses and has his BA from Michigan State University.

    A lifelong Chicago resident, Daniel lives in the West Loop with his wife Sarah and their 2 children Marcus and Jolene. He enjoys traveling in his spare time.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA N.A., Member FDIC, NMLS No. 947868. Equal Housing Lender.

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