Your lasting legacy

Valukas-Traub-Wealth-Management-Group

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.

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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.

  • Jonathan-Traub

    Jonathan Traub, CFP

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
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    • NY
    • OH
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    Jonathan has been in the financial services industry for the past 12 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. 

    In 2011, Jonathan received the UBS Comprehensive Wealth Manager and New Relationship Leader awards.  He was also part of Smith Barney's Blue Chip Council in 2006, 2007 and 2008 which recognizes the top financial advisors in their class.  Jonathan received his B.A. in economics from Denison University and studied economics abroad at the University of Wales - Swansea. 

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

      Shawn Valukas

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IA
      • IL
      • IN
      • KY
      • LA
      • MA
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      • ME
      • MI
      • MN
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      • NC
      • NJ
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      • OH
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      • SC
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      • TN
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      • UT
      • VA
      • WA
      • WI

      Shawn has more than 10 years of experience in the financial industry.  Prior to joining UBS Financial Services Inc., he was a partner at a prominent Chicago law firm specializing in securities law.  He is currently a Financial Advisor and a Chartered Retirement Planning Counselor (CRPC®), a designation awarded by the College for Financial Planning.

      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.   

      • Forbes Best-in-State Wealth Advisors, 2022The 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. 

      • 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
    • Tawana-Campbell

      Tawana Campbell

      Team Administrator

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      • AZ
      • CA
      • CO
      • FL
      • 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's Degree in Business Administration from Chicago State University and currently holds her Series 7, 63 and 66 licenses.   

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

          Senior Wealth Strategy Associate

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          • AZ
          • FL
          • IL
          • IN
          • KY
          • MA
          • MI
          • MN
          • NC
          • NY
          • OH
          • 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

            What did the Fed say?

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            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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