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  • Louis Close Headshot

    Louis Close

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
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    • DC
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    • GA
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    • IL
    • IN
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    • KY
    • MA
    • MD
    • MI
    • MN
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    Lou entered the financial services industry in 1992 and offers clients a personalized approach to managing their investment portfolios.  Lou works with clients' attorneys, CPAs and other professional counsel to ensure their full spectrum of personal and financial needs are addressed.  He then prepares customized portfolio and product recommendations to ensure each client's retirement, estate planning and other financial goals become a reality. 

    Lou is a member of the Investment Management Consultants Association and has earned membership in the prestigious UBS Chairman's Council.  He holds an economics degree from the University of Minnesota.  Active in the community, Lou currently serves on the Board of Directors for Bolder Options, a youth mentoring organization.  Previously, he has served on the Advisory Board for the University of Minnesota's Athletic Department as well as on board of the One Percent Club.  He has coached a girls travel basketball team in Wayzata, and was a councilmember at his church, Oak Knoll Lutheran.  He and his wife, Jill have three daughters and currently reside in Orono.

    Lou was recognized by

    • Barron's in 2012 - 2022 as one of the Top 1,200 Financial Advisors in America.  The Barron’s rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-In-State Wealth Advisor for 2020 – 2022.  This Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
    • Forbes Top 250 Wealth Advisor in America, 2021.   This Forbes rating is awarded annually in August or September and is based on information from March of the prior year to Mark of the reward year. 

    These ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.  For more information, please visit ubs.com/us/en/designation-disclosures.  California Non-Resident Insurance License #0J24824

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2021The 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.
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The 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.

      • Private Wealth Advisor
      681 East Lake Street
      Wayzata, MN 55391
    • Chris Watkins Headshot

      Chris Watkins

      Managing Director

      Financial Advisor

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      • DC
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      • KS
      • KY
      • MA
      • MD
      • MI
      • MN
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      Chris is one of the lead Financial Advisors of our team located in the Wayzata, Minnesota Office.   Chris has a passion for providing affluent families in-depth advice, helping clients manage generational wealth and providing clients the solutions for challenging problems that ultra-high net worth clients face.   Chris also works with business owners in preparing for a strategic exit planning utilizing the firm’s global resources and works to assist clients with commercial real estate lending. 

      Prior to joining the team, Chris spent several years in Management at UBS and leverages his past management experiences to help our clients access the extensive global resources of UBS. 

      Chris is proud to be involved in a number of local charities serving the needs of children and the underprivileged. 

      Chris has been the recipient of recognition awards by

      • Forbes Best-In-State Wealth Advisors, 2022.  The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
      • Barron’s Top 1,200 Financial Advisors.  The Barron’s rating is awarded annually in March and is based on information from the prior year Q3. 

      These ratings are based on quantitative factors and are 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.

       

      • Barron's Top 1,200 Financial Advisors, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.

        • Private Wealth Advisor
        681 East Lake Street
        Wayzata, MN 55391
      • David Gannon Headshot

        David Gannon

        Managing Director–Wealth Management

        Financial Advisor

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        David is a Managing Director within the Wealth Management Group of UBS. David and his team provide comprehensive investment planning and wealth management services to affluent families. He started his career in the financial services industry with Piper Jaffray in 1983 and transferred to UBS Financial Services in 2006 when UBS acquired the Wealth Management business of Piper Jaffray.

        David graduated from Miami University in 1979 earning his undergraduate Bachelor of Science Degree in Business. David is active in his local community, currently serving on the Board of Directors for Ascension Catholic Academy, a consortium of Catholic schools serving highly diverse neighborhoods in the Minneapolis/St Paul metropolitan area.  David is also an active member of the Ascension Church in North Minneapolis and has previously served as Chair for the United Way Committee at Piper Jaffray.  David and his wife Miriam have 2 children and live in Eden Prairie, MN.  California Non-Resident Insurance License #0D11576

         

              681 East Lake Street
              Wayzata, MN 55391
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              Elizabeth Engelmann

              Senior Vice President–Wealth Management

              Financial Advisor

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              • LA
              • MA
              • MD
              • MI
              • MN
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              • MT
              • NC
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              • NJ
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              Elizabeth is a Sr Portfolio Manager. Her experience and knowledge enable her to offer customized wealth management advice, financial planning, insurance reviews and efficient wealth transfer strategies.  Elizabeth earned the Certified Retirement Planning Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations.  She has a B.S. in Business from The Leeds School of Business, University of Colorado, Boulder.

              Elizabeth supports the community through her involvements as an active member of the Junior League of Minneapolis. She and her family live in Eden Prairie, Minnesota.

              Elizabeth has been the recipient of numerous awards and acknowledgements throughout her career including

              • Forbes America’s Top Women Wealth Advisors, 2018, 2020-2022.  This Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
              • Forbes America’s Top Next-Generation Wealth Advisors, 2017-18, 2020-21. This Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
              • Forbes America's Top 250 Next-Generation Wealth Advisors 2017-18 and 2020-22.  This Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.
              • Forbes Best-in-State Wealth Advisors 2018-2022.  This Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the Award year.
              • Working Mother Magazine/SHOOK Top Wealth Advisor Moms 2019-2021.  This Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year.

              These ratings are based on quantitative factors and are not necessarily related to quality of the investment advice.  For more information please visit ubs.com/us/en/designation-disclosures.

              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
              • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
              • Forbes America’s Top Women Wealth Advisors, 2018, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
              • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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.
              • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
              • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2017, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

                • Certified Retirement Planning Specialist
                • Private Wealth Advisor
                • Chartered Retirement Planning Counselor℠
                8500 Normandale Lake Boulevard
                Suite 210
                Bloomington, MN 55437
              • Kelli Puhl

                Kelli M. Puhl, CFP

                Senior Vice President–Wealth Management

                Financial Advisor

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                • FL
                • GA
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                • IN
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                • MA
                • MD
                • MI
                • MN
                • MO
                • MT
                • NC
                • ND
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
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                • OR
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                • VA
                • WA
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                • WY

                Kelli is a Senior Vice President – Wealth Management and a Portfolio Manager. She takes pride in developing wealth strategies that her clients find valuable as they navigate life’s financial decisions.

                Kelli earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as, passing the CFP® certification exam. 

                Kelli received a B.S. in Business from The Carlson School of Management, University of Minnesota. She was a dedicated member of the University’s Golf Team (Go Gophers) and still enjoys the game. Kelli lives in Minnetonka, Minnesota with her husband, Ben, and two daughters.

                Kelli has been the recipient of numerous awards and acknowledgements throughout her career including

                • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022.  This Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
                • Forbes America’s Top Next-Generation Wealth Advisors, 2020, 2021, 2022.  This Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
                • Forbes Best-in-State Wealth Advisors 2021 and 2022 – This Forbes rating is award annually in January or February and is based on information from June of the prior year to June of the award year.
                • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2020 and 2021.  This Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 


                These ratings are based on quantitative factors and are 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.  California Non-Resident Insurance License #0H91141

                 

                 

                 


                 

                • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
                • Forbes Best-in-State Wealth Advisors, 2021, 2022The 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.
                • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
                • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

                  • Private Wealth Advisor
                  • CERTIFIED FINANCIAL PLANNER™
                  681 East Lake Street
                  Wayzata, MN 55391
                • Jamal Shamala Headshot

                  Jamal Abu-Shamala

                  Account Vice President

                  Financial Advisor

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                  • IA
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                  Jamal focuses on providing comprehensive financial planning and wealth management to families and businesses. In his previous role at UBS, Jamal specialized in financial planning. Specifically, he supported clients with retirement, estate, philanthropic, and business succession planning. Jamal is a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and a Certified Exit Planning Advisor (CEPA®).

                  Jamal attended the University of Minnesota where he earned his Bachelor of Arts Degree in Business and Marketing. While at the University of Minnesota, Jamal was a two-time captain on the Gopher Men’s Basketball Team. After college, he continued his basketball career overseas where he played three years professionally in various countries.

                  Jamal is the founder of JAS Elite Training, LLC – a basketball training business where he works with youth, high school, and college athletes on skill development. He is involved with The Big Brother and Big Sister program, a member of the Police Activities League of Minneapolis Board of Directors, and he serves as an Assistant Coach for the Blake Boys Varsity Basketball Team. In his personal time, Jamal enjoys playing basketball, golfing, reading, traveling, and spending quality time with friends and family. Jamal lives in Plymouth with his wife, Jill and their daughter, Reiss.  California Non-Resident Insurance License #4261946

                      • CERTIFIED FINANCIAL PLANNER™
                      • Certified Exit Planning Advisor
                      • Certified Private Wealth Advisor
                      681 East Lake Street
                      Wayzata, MN 55391

                    One relationship. All of Private Wealth Management.

                    The Year Ahead - Sustainable Investing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    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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                    In invested assets globally 
                    As of 06/30/2022

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                    Our global footprint

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                    UBS is a world-leading wealth manager