Your lasting legacy

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.

Shawn Valukas

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- 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
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, 2023, 2024, 2025The 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, 2024, 2025The 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

shawn.valukas@ubs.com

Shawn Valukas

1 North Wacker Drive,Chicago,IL,60606
Jonathan Traub, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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, 2024, 2025The 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.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Denison University, B.A. Economics
- University of Wales - Swansea
- CERTIFIED FINANCIAL PLANNER
- Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606

jonathan.traub@ubs.com

Jonathan Traub, CFP

One North Wacker Drive,Chicago,IL,60606
Tawana Campbell

Team Administrator
View bio
- 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

tawana.campbell@ubs.com

Tawana Campbell

One North Wacker Drive,Chicago,IL,60606
Patrick Staunton

Client Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- 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

patrick.staunton@ubs.com

Patrick Staunton

One North Wacker Drive,Chicago,IL,60606

Shawn Valukas

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- 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
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, 2023, 2024, 2025The 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, 2024, 2025The 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

shawn.valukas@ubs.com

Shawn Valukas

1 North Wacker Drive,Chicago,IL,60606
Jonathan Traub, CFP

Senior Vice President–Wealth Management
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- 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, 2024, 2025The 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.
- UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Denison University, B.A. Economics
- University of Wales - Swansea
- CERTIFIED FINANCIAL PLANNER
- Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606

jonathan.traub@ubs.com

Jonathan Traub, CFP

One North Wacker Drive,Chicago,IL,60606
Tawana Campbell

Team Administrator
View bio
- 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

tawana.campbell@ubs.com

Tawana Campbell

One North Wacker Drive,Chicago,IL,60606
Patrick Staunton

Client Associate
View bio
- AZ
- CA
- CO
- FL
- GA
- HI
- IA
- IL
- IN
- KY
- LA
- MA
- MD
- 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

patrick.staunton@ubs.com

Patrick Staunton

One North Wacker Drive,Chicago,IL,60606

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your lasting legacy

Pursuing your goals together

Shawn Valukas

Jonathan Traub, CFP

Tawana Campbell

Patrick Staunton