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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.

  • Richard Ristau Profile Photo

    Richard Ristau, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    Rich joined UBS in 2001. He focuses on developing individualized investment, retirement and cash management strategies through comprehensive financial planning for our clients. Prior to joining UBS, Rich spent more than 10 years in the banking industry with American National Bank, a wholly owned subsidiary of J.P. Morgan. He managed more than 100 institutional banking relationships, providing lending, operational and investment services. Rich was also a consultant of KPMG. Rich earned a B.A. in history from the University of Wisconsin – Madison and an M.B.A. from DePaul University. He is a member of the Westmont Lions, volunteers with the People’s Resource Center Food Bank and is on the Board of Directors of Sharing Connections. In the fall, Rich officiates NCAA Division I football. Rich and his wife, Pamela, have two sons.

    • Forbes Best-in-State Wealth Advisors, 2024The 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.

    • University of Wisconsin – Madison, B.A. in History
    • DePaul University, M.B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Wealth Advisor
    One North Wacker Drive
    Chicago, IL 60606
    richard.ristau@ubs.com
    Richard Ristau, CFP
    One North Wacker Drive,Chicago,IL,60606
  • Jeremy Shull Profile Photo

    Jeremy Shull

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
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    • AZ
    • CA
    • CO
    • CT
    • DC
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    • FL
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    • UT
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    • VT
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    • WI
    • WV
    • WY

    Jeremy joined UBS in 2001. He is a Certified Financial Planner™ (CFP®) professional, a Certified Investment Management Analyst (CIMA®) and a Chartered Retirement Plans Specialist (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 lives in Winnetka, IL, with his wife, Lindsay, and three children.

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

    • The University of Kansas , Bachelor’s Degree in Finance
    • The University of Chicago Booth School of Business, M.B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Chartered Retirement Plans Specialist℠
    One North Wacker Drive
    Chicago, IL 60606
    jeremy.shull@ubs.com
    Jeremy Shull
    One North Wacker Drive,Chicago,IL,60606

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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