Chicago, IL One North Wacker Drive Chicago Office

Linda Ramirez is a Series 66-registered financial advisor with UBS Financial Services in Chicago, IL, with 42 years of industry experience. She has been with UBS Financial Services since 1995 and has worked at UBS Securities LLC for 20 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Matthew Norwood is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Matthew Ludington is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 licenses. Based in Chicago, IL, Ludington works within a large institutional firm serving a diverse client base. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Geesman is a financial advisor with UBS Financial Services in Chicago, IL. He holds the Series 66 designation and has 25 years of industry experience, having worked at UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and lending solutions.

Paul Vandenheuvel is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Darryl Rodgers is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sanford C. Bernstein & Co., LLC for seven years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Sarah Salomon is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. Based in Chicago, IL, she has a longstanding career in financial services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Claire Olson is a financial advisor with UBS Financial Services in Chicago, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Charles Schwab, The Whittier Trust Company, and university-based financial services, as well as involvement with PAVE: Promoting Awareness Vict. She has also worked outside finance in the food service industry. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as both an investment adviser and broker-dealer.

Lily Gilbertson is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at UBS since 2022. Prior to her advisory role, she spent five years at Northwestern University and four years at Wayzata High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a range of capital markets services.

Michael Gatewood is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2014. The firm serves individual, corporate, and institutional clients through a wide range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to address diverse client needs.

Aaron Clark is a financial advisor at UBS Financial Services in Chicago, IL, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within UBS and its affiliates since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor strategies to client goals.

William Blanchard Jr. is a financial advisor with UBS Financial Services in Chicago, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2016. Blanchard serves as a member of the Budget, Audit, and Investment Committee for the American Civil Liberties Union of Illinois and participates on the Investment Council for the Evanston Community Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Ann Bjerke is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. Outside of her advisory role, she serves as an adjunct professor in the LLM program at Northwestern University School of Law, teaching estate and gift tax courses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Raymond Valdivia is a financial advisor at UBS Financial Services in Chicago, IL, with 11 years of industry experience. He has been with UBS since 2017. Outside of his advisory role, he works as an independent contractor providing transportation services for Uber and also drives for HopSkipDrive, a student transportation service focused on safely transporting children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

Adam Valentini is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation. He has one year of industry experience, with prior roles including a position at Goldman Sachs. Outside of his advisory work, he has been involved with organizations such as The Moorings of Arlington Heights and Park Ridge Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.