The right moves for your financial future

Private Wealth Management

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

person a top mountain

Tiffany Stewart, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER®

Tiffany joined UBS in 2017 and focuses on advising families, business owners, and corporate executives on financial strategies and techniques suited to their unique circumstances. She is a CERTIFIED FINANCIAL PLANNER™ and helps her clients achieve their goals through comprehensive financial planning.

In 2022, Tiffany was selected by the Head of Wealth Management Americas to be a participating member of the UBS Financial Advisor's Advisory Council (FAAC), where she served as a sounding board for the firm’s leadership team.

Tiffany earned her bachelor’s degree in Economics from Rutgers University and resides in New Jersey with her family.

Registered States:
  • 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

Education

  • B.A. Economics, Rutgers University

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Philanthropy
Sustainable investing
Impact investing
Legacy planning
One North Wacker Drive
Chicago, IL 60606
  • (314) 366-3619

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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.

Business Owner in entryway

Advice for business owners & entrepreneurs

Container ship

Maximize your potential wealth

Three generations in apple orchard

Turn possibilities into a plan

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies 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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

14.8%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Company Reporting as of 03/31/2024

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024