Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Brad

    Bradley Nassar

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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
    • WY

    I bring over 28 years of investment management experience advising families, individuals, businesses and eleemosynary organizations.  I utilize a integrated approach to help them create an actionable plan with flexibility in order to reach their financial and life goals.

    My clients have been successful in life, which has led them to achieve the benefits of wealth and, in equal measure, the burden of complexity when it comes to their finances.

    I recognize the key to financial success is understanding that wealth management is far more than the individual parts taken in isolation.  My comprehensive financial advice answers important questions beyond simply investment management, such as insurance needs/asset protection, lifetime spending, optimal estate planning strategies, as well as, tax and risk management in order to navigate today’s uncertain capital markets. Operating as an outsourced CFO, I distill challenging situations into something simple that my clients can execute and feel good about. I love the advice aspect of what I do and UBS has the global scale and resources to deliver customized solutions around that advice. 

    While my practice is national in scope, my clients have tended to be concentrated in Illinois, Iowa, Michigan, and Florida.  I currently live in Wilmette with my wife, Elizabeth, and are proud parents of three wonderful children. My wife and I enjoy tennis, paddle, pickleball, and golf.

          One North Wacker Drive
          Chicago, IL 60606
        • Jim

          James McColl Jr.

          Managing Director–Wealth Management

          Financial Advisor

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            Alignment across investment goals, strategy, implementation and ongoing execution is critical to ensure that my clients achieve the goals they have, for the money they have worked so hard to earn.

            A common thread among my clients is how they remain true to themselves and their values regardless of the success they’ve achieved.  Whether an individual, family, current or previous business owner, or executive, the importance of family, integrity and a sense of service and loyalty to both their families and communities drives their purpose behind their wealth.

            I admire those who have worked hard and remain grounded in the values that led to their success.  The relationships I have with my clients are founded on mutual respect and a genuine interest in one another’s lives and families.  I encourage my clients to ask me the tough questions, and I pride myself on always being available, honest and forthright. 

            Family is truly the most important aspect of my life. My wife and I were married in 1999 and have been fortunate to have three wonderful children.  Throughout the years, I have been actively involved with all of my children as a tennis, soccer, basketball, cross country and baseball coach.  My family will always have my time and attention and I will never take time spent with them for granted.

                  One North Wacker Drive
                  Suite 3700
                  Chicago, IL 60606
                • David

                  David Hunt

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • 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
                  • WY

                  My unique background as an entrepreneur, manufacturing business owner, investment banker, and venture capitalist has led me to my capstone experience, a private wealth advisor at UBS. Culminating over 25 years navigating issues similar to those my clients may face, I utilize a holistic approach to help them create optionality in reaching their financial and life goals.

                  I enjoy working with business owners, senior leaders, and other successful families.  My clients are highly driven and willing to take risks, which has led them to achieve the benefits of wealth and, in equal measure, the burden of complexity when it comes to their finances.

                  My comprehensive financial advice answers important questions beyond simply investment management, such as insurance needs, lifetime spending, optimal estate planning strategies, and alternative investment allocations to navigate today’s uncertain capital markets. Operating as an outsourced CFO, I distill challenging situations into something simple that my clients can execute and feel good about. I love the advice aspect of what I do.

                  I live in Lake Forest with my highly talented calligrapher wife, Joi, and two children. Occasionally you may find me on a tennis or paddle court.  I am also delighted to volunteer as President of the Lake Forest Caucus, and Chair of the Board of Directors of LiftUp Communities.

                        One North Wacker Drive
                        Chicago, IL 60606
                      • Tanja

                        Tanja Ivovic

                        Client Associate

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                        • 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
                        • TX
                        • UT
                        • VA
                        • VI
                        • VT
                        • WA
                        • WI
                        • WV
                        • WY

                        Tanja Ivovic began her career in the financial services industry in 2001 and in July 2022 rejoined UBS as a Registered Client Service Associate in July 2022.  Tanja has extensive experience in the financial services industry with previous roles as Banking Center Manager II at MB Financial Bank and Assistant Banking Center Manager at Chase. Tanja enjoys delivering comprehensive service by attending to various account management needs and holds her Series 7, Series 6, Series 66 and 63 securities licenses.  She resides in Park Ridge, Illinois, with her son, daughter, and cat Lucky. 

                              One North Wacker Drive
                              Chicago, IL 60606

                            Connecting you to the deep resources of UBS

                            By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                            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.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager