Limei Yu

Limei Yu

Associate Director

Followers of Limei Yu992 followers
location of Limei YuGreater Chicago Area

Connect with Limei Yu to Send Message

Connect

Connect with Limei Yu to Send Message

Connect
  • Timeline

  • About me

    Senior Vice President - Wealth Management, Institutional Consultant - UBS Institutional Consulting Group, Senior Retirement Plan Consultant

  • Education

    • University of Illinois Chicago

      1990 - 1992
      M.A. Statistics - Marketing
    • Beijing Foreign Studies University

      1985 - 1989
      B.A. English
  • Experience

    • Bear Stearns

      Dec 1992 - May 2008
      Associate Director
    • UBS Financial Services, Inc.

      May 2008 - now
      Senior Vice President - Wealth Management
  • Licenses & Certifications

    • CIMA® - Certified Investment Management Analyst®

      Wharton School of Business
      Aug 2009
    • CRPS - Chartered Retirement Plans Specialist

      College for Financial Planning
      Jan 2009
    • **Registered States** CA, FL, IL, IN, KY, MA, MD, MI, MO, NJ, NY, OH, PA, SC, TX

      FINRA
  • Honors & Awards

    • Awarded to Limei Yu
      America'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 Yu
      Best-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 Yu
      Forbes 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 Yu
      Forbes 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 Yu
      NAPA 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 Yu
      NAPA 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 Yu
      PLANADVISER 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 Yu
      Working 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
      University of Illinois ChicagoAssociated with Limei Yu