
Limei Yu
Associate Director

Connect with Limei Yu to Send Message
Connect
Connect with Limei Yu to Send Message
ConnectTimeline
About me
Senior Vice President - Wealth Management, Institutional Consultant - UBS Institutional Consulting Group, Senior Retirement Plan Consultant
Education

University of Illinois Chicago
1990 - 1992M.A. Statistics - Marketing
Beijing Foreign Studies University
1985 - 1989B.A. English
Experience

Bear Stearns
Dec 1992 - May 2008Associate Director
UBS Financial Services, Inc.
May 2008 - nowSenior Vice President - Wealth Management
Licenses & Certifications

CIMA® - Certified Investment Management Analyst®
Wharton School of BusinessAug 2009
CRPS - Chartered Retirement Plans Specialist
College for Financial PlanningJan 2009
**Registered States** CA, FL, IL, IN, KY, MA, MD, MI, MO, NJ, NY, OH, PA, SC, TX
FINRA
Honors & Awards
- Awarded to Limei YuAmerica's Top Women Wealth Advisors Best-in-State Forbes 2023 The Forbes rating is compiled by Shook Research and awarded annually in February, based on information from a 12 month period ending September of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.The link leads you to full disclousers: http://www.ubs.com/us/en/designation-discloures
- Awarded to Limei YuBest-in-State Wealth Advisors Forbes 2023 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.The link leads you to full disclousers: http://www.ubs.com/us/en/designation-discloures
- Awarded to Limei YuForbes Best-in-State Wealth Management Teams Forbes 2023 The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award 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
- Awarded to Limei YuForbes America's Top Women Wealth Advisors 2020 Forbes The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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 www.ubs.com/us/en/designation-disclosures
- Awarded to Limei YuNAPA Top DC Advisor Teams by AUA 2022 NAPA The NAPA rating is awarded annually in March based on information from December of the prior year. The rating 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 www.ubs.com/us/en/designation-disclosures
- Awarded to Limei YuNAPA Top Women Advisors 2017, 2018 NAPA The NAPA rating is awarded annually in October based on information from September of the award 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 www.ubs.com/us/en/designation-disclosures
- Awarded to Limei YuPLANADVISER Top Retirement Plan Advisers 2014, 2015, 2022 PLANADVISER The PLANADVISOR rating is awarded in Q1 based on information from January to March of the award year. The rating 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 www.ubs.com/us/en/designation-disclosures
- Awarded to Limei YuWorking Mother Magazine/SHOOK Top Wealth Advisor Moms 2017, 2018, 2019, 2020 Working Mother Magazine The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award 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 www.ubs.com/us/en/designation-disclosures
Volunteer Experience
Mentor
Issued by University of Illinois Chicago on Nov 2018
Associated with Limei Yu
Languages
- chChinese mandarin
Recommendations

Fabian pütz
HTA Manager at AbbVie GermanyWiesbaden, Hesse, Germany
Gyasmin alves
Fullstack Developer | Typescript | NodeJs | ReactGuarulhos, São Paulo, Brazil
Antoni bernardino
Coordenador Departamento PessoalCabo de Santo Agostinho, Pernambuco, Brazil
Horacio garcia
Relationship Manager @ Capital One | NAF Compliance, Loan NegotiationCosta Mesa, California, United States
Efrén castro cambronero
Facilities EngineerAlajuela, Costa Rica
Ivan lytsin
Student at Belarusian State University. ML-Engineer.Poland
Kelly simons
Themed Entertainment & Technical TheatreWinston-Salem, North Carolina, United States
Deva reddy
Application Development Analyst at AccentureBengaluru, Karnataka, India
Salma sheikh
Government at SmithPortland, Oregon, Statele Unite Ale Americii
Chevonne agana
Curriculum Development Manager @ Caribbean Ideas Academy | Work and Organisational PsychologyChaguanas, Trinidad and Tobago
Furkan şahi̇n
Mechanical EngineerStuttgart, Baden-Württemberg, Deutschland
Mary youssef
National Bank of Egypt (NBE)Egypt
Devyani kumrawat
Information System Engineer @consultadd Inc | AWS Certified Solution ArchitectKhargone, Madhya Pradesh, India
Maiko da silva
Head of Digital | 9mm Comunicação | Marketing Digital | Digital AnalyticsFlorianópolis, Santa Catarina, Brazil
Prathmesh kharote
SGGIE&T Vishnupuri Nanded. | Ex - Intern at Caprihans India Limited Nashik.Nanded, Maharashtra, India
Zofia tomasik
Photographer // EditorWarsaw, Mazowieckie, Poland
Erica b. fields, pmp
Data and Systems Manager at Children's Defense FundWashington DC-Baltimore Area
Monica osam
Electronic Data Interchange Analyst at eBenefits NetworkEgypt
Phạm đức hiếu
Marketing 3rd-Year Student at British University Vietnam | Deputy of PD at TEDx BUV | Vice President...Hà Đông district, Hanoi, Vietnam
Darko vukasovic
Functional Consultant for Front Arena | Certified Salesforce Consultant and DeveloperUnited States
...