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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, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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- OR
- PA
- PR
- RI
- SC
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- TN
- TX
- UT
- VA
- VT
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- WV
- WY
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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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

Richard Ristau, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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Insight-based advice

Pursuing your goals together

Richard Ristau, CFP

Jeremy Shull

Richard Ristau, CFP

Jeremy Shull

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