An experienced and committed team

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.

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

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.  California Non-Resident Insurance License #0J24824

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.

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.

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.

Since entering the industry in 1996, Andrea has developed a range of skills that help streamline operations for the team and its clients.  Andrea works closely along side of Molly to assist with administrative responsibilities include opening and servicing new accounts, answering monthly statement questions and managing all client correspondence, in addition to helping manage account changes and other important client needs.  Andrea takes pride in providing clients with the personalized attention and solution-oriented service they deserve.  She currently lives in Edina with her husband, Kent and their three children.