Understanding

Comes from experience

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jonathan Traub, CFP

Senior Vice President–Wealth Management

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. 

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

Education

  • Denison University, B.A. Economics
  • University of Wales - Swansea

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606

Email Me

Shawn Valukas

Senior Vice President–Wealth Management

Financial Advisor

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.   

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

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

Education

  • Northwestern University, B.A. Political Science
  • Chicago-Kent College of Law, J.D.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠
1 North Wacker Drive
32nd and 33rd Floors
Chicago, IL 60606

Email Me

Tawana Campbell

Team Administrator

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.   

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

Education

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

Email Me

Thomas Schmitz

Senior Wealth Strategy Associate

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.

Registered States:
  • AZ
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • NC
  • NY
  • OH
  • TN
  • TX
  • VA
  • WI

Education

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

Email Me

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Jonathan Traub, CFP

Senior Vice President–Wealth Management

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. 

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

Education

  • Denison University, B.A. Economics
  • University of Wales - Swansea

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Corporate Stock Benefit Consultant
One North Wacker Drive
Chicago, IL 60606

Email Me

Shawn Valukas

Senior Vice President–Wealth Management

Financial Advisor

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.   

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

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

Education

  • Northwestern University, B.A. Political Science
  • Chicago-Kent College of Law, J.D.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠
1 North Wacker Drive
32nd and 33rd Floors
Chicago, IL 60606

Email Me

Tawana Campbell

Team Administrator

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.   

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

Education

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

Email Me

Thomas Schmitz

Senior Wealth Strategy Associate

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.

Registered States:
  • AZ
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • NC
  • NY
  • OH
  • TN
  • TX
  • VA
  • WI

Education

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

Email Me