Your life's goals

Wealth management to help you get there

Looks like your wealth is on the rise. That's why the right financial advice is more critical than ever—it all starts with careful and comprehensive planning. We're here to help make sure your impact rises right along with you. The sooner you get started, the more your money can work for you. For your family. For the world.

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We're here for you

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much, we are well-positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.

  • Chris R. Watkins

    Chris R. Watkins, CEPA

    Managing Director

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
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    • TN
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    • UT
    • VA
    • WA
    • WI
    • WY

    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.

    • Hamline University, Bachelor of Arts Degree in Management
      Financial planning
      Legacy planning
      Exit planning
      Business succession
      Multi-generational families
      Business owners
      681 East Lake Street
      Wayzata, MN 55391
    • Jamal Abu-Shamala

      Jamal Abu-Shamala, CFP, CEPA

      Account Vice President

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • DC
      • FL
      • GA
      • HI
      • IA
      • IL
      • IN
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OK
      • RI
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI

      Jamal is a Financial Advisor with UBS Wealth Management in Minneapolis, MN. Jamal and his team focus 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™ as well as 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 very active within his community. He 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 and Junior Varsity Basketball Teams.

      In his personal time, Jamal enjoys playing basketball, golfing, reading, traveling, and spending quality time with friends and family.  Jamal currently resides in Plymouth with his wife, Jill Reynolds and their daughter, Reiss.  California Non-Resident Insurance License #4261946

        • University of Minnesota, Bachelor of Arts Degree in Business and Marketing
        • Yale School of Management - Executive Education, Certified Private Wealth Advisor: 2021
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        Financial planning
        Estate planning strategies
        Philanthropy
        Legacy planning
        Exit planning
        Business succession
        681 East Lake Street
        Wayzata, MN 55391
      • Lou Close

        Louis Close

        Managing Director–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        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 2010 - 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.

            681 East Lake Street
            Wayzata, MN 55391
          • Molly A. Padmore

            Molly A. Padmore, FPQP

            Senior Client Associate

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            • MN

            Molly oversees the operations for the team, focusing on managing client information and documentation, efficient execution of client trades, and providing excellent client service. Her skilled navigation of external partners and vendors makes her indispensable and treasured by our clients.

            Molly has been in the business for 25 years and serves a central role within the Stevens Wealth Management team. Her understanding of internal operations allows the team to provide an unparalleled client experience. Molly earned her B.A. in Finance from the University of St. Thomas in Saint Paul Minnesota. Molly holds series 7, 63 and 65 licenses. Molly has earned the Financial Paraplanner Qualified Professional (FPQP) designation.

            Molly lives in Bloomington Minnesota with her adult daughter Macayla. In her free time she enjoys traveling and spending time with family and friends.

              • University of St. Thomas, B.A. in Finance
              • Financial Paraplanner Qualified Professional™
              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
            • Dustin Neumann

              Dustin Neumann, CFP

              Senior Wealth Strategy Associate

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              • AR
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              • DC
              • FL
              • GA
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • MA
              • MD
              • MI
              • MN
              • MO
              • MT
              • NC
              • ND
              • NE
              • NJ
              • NY
              • OK
              • OR
              • PA
              • SC
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              • TX
              • VA
              • WI
              • WY

              Dustin has over 18 years of experience in the financial services industry and worked for Wells Fargo Advisors prior to joining UBS. Serving his current position, he helps coordinate team activities as well as assisting in the financial planning process. In addition, his other roles consist of helping with client meeting scheduling and agendas as well as functioning as a backup to other team members.

              A native to Minnesota, Dustin graduated with a bachelor's of science degree at Metro State University. In his free time he enjoys watching and playing sports, especially football and soccer.  He can also be found running along various trails in the summer and cross county skiing in the winter months.  He also volunteers as a math tutor at the Hubb's Learning Center in St. Paul.

                • Metro State University, Bachelor of Science Degree
                • CERTIFIED FINANCIAL PLANNER™
                80 South 8th Street
                Suite 2900
                Minneapolis, MN 55402
              • Carol Henry

                Carol Henry

                Director

                Team Administrator

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                • AZ
                • CA
                • FL
                • IA
                • IL
                • MN
                • ND
                • SD
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                • WY

                As the Team Business Manager Carol’s primary focus is to help our team deliver the very best we can to each client.  She works with our whole team, ensuring our internal practices and processes are aligned with our focus.  Carol has been with UBS for over 35 years.  Prior to joining our team, Carol was the Market Administrative Officer for the Minnesota Northern Plains Market.  She able to use her past experiences with UBS to ensure each client is serviced at the very highest level.  Carol lives in Delano, MN and has 2 grown children.

                      681 East Lake Street
                      Wayzata, MN 55391

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Goals-based planning

                    Goals-based planning

                    investments

                    Investment Management

                    Influence & Impact

                    Influence & Impact

                    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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                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

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                    UBS is a world-leading wealth manager