Understanding

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. 

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.   

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.   

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.

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. 

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.   

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.   

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.