Your lasting legacy

Generational Family on Beach

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Family photos

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.

  • Shawn-Valukas

    Shawn Valukas

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been recognized by Forbes as a Best-In-State Advisor in 2022 & 2023.

    Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.

    The 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. Eligibility is based on quantitative factors and is 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

    • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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 Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Northwestern University, B.A. Political Science
    • Chicago-Kent College of Law, J.D.
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    1 North Wacker Drive
    32nd and 33rd Floors
    Chicago, IL 60606
  • Jonathan-Traub

    Jonathan Traub, CFP

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Jonathan has been in the financial services industry for the past 18 years. Prior to joining UBS in 2009, he was with Smith Barney where he focused on the needs of high-net-worth families, corporate executive financial services, and equity compensation programs. Jonathan's group worked with several Fortune 500 companies. 

    Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Denison University, B.A. Economics
    • University of Wales - Swansea
    • CERTIFIED FINANCIAL PLANNER™
    • Corporate Stock Benefit Consultant
    One North Wacker Drive
    Chicago, IL 60606
  • Tawana-Campbell

    Tawana Campbell

    Team Administrator

    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • NC
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • WA
    • WI

    Tawana's career in the financial industry began in banking where she held various positions including bank teller, personal banker, teller supervisor and office manager. In 2000, she began working in the financial services industry as a Registered Client Service Associate and has developed a keen understanding of the trading platforms, operations and technology within the firm.

    Tawana has a Bachelor Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses. In 2021, Tawana was promoted to the title of Team Administrator. 

     

      • Chicago State University, Bachelor's Degree in Business Administration
        One North Wacker Drive
        Chicago, IL 60606
      • Thomas J. Schmitz

        Thomas Schmitz

        Senior Wealth Strategy Associate

        • image
        • image
        • AZ
        • CO
        • FL
        • IA
        • IL
        • IN
        • KY
        • MA
        • MI
        • MN
        • NC
        • NY
        • OH
        • SD
        • TN
        • TX
        • VA
        • WI

        Tom has been in the financial services industry for over 30 years.  Prior to joining UBS in 2017 he worked as a financial advisor with North South Capital in Chicago.  In the past Tom has served as the manager of the Unit Trust Department at First Union Securities which later became Wells Fargo.  He has also worked on the Municipal bond desk with Prudential Securites.

        Tom graduated with a degree in Business Admininstration from St. Ambrose University and has an MBA from Loyola University of Chicago with a concentration in Finance.  He currently holds  Series 7 and 66 licenses.

          • St. Ambrose University, Business Administration
          • Loyola University of Chicago, MBA
            One North Wacker Drive
            Chicago, IL 60606
          • Patrick Staunton

            Patrick Staunton

            Client Associate

            • image
            • image
            • image
            • AZ
            • CA
            • CO
            • FL
            • GA
            • HI
            • IA
            • IL
            • IN
            • KY
            • LA
            • MA
            • ME
            • MI
            • MN
            • NC
            • NJ
            • NY
            • OH
            • OK
            • PA
            • SC
            • SD
            • TN
            • TX
            • VA
            • WI

            Patrick has been in the financial service industry since August of 2020. Prior to joining UBS in 2022, he worked as a Financial Advisor with Thrivent in the Chicago market.

            Patrick graduated with a degree in Business Administration from The University of Missouri in 2019.

                  One North Wacker Drive
                  Chicago, IL 60606

                Is housing turning in a new direction?

                CIO House View monthly livestream

                Tree

                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights