Insights grounded in experience

A strong work ethic and enthusiasm for the financial markets brought Bob to the start of his advisory career more than 30 years ago. As a powerful advocate for business owners, institutions, corporate retirement plan sponsors and successful families, he helps sort through the complexities of qualified and nonqualified retirement plans. Bob provides fiduciary education and training, working with his institutional clients to design, implement and monitor their employee retirement benefit plans.

For ultra high net worth families, Bob focuses on holistic financial planning, including trust and estate planning, wealth transfer and customized investment and tax-advantaged strategies. He listens closely to understand his clients’ sophisticated needs, creating long-lasting relationships that span generations.

Prior to joining UBS as a co-founder of The Banas-Yu Wealth Management Group in 2008, Bob was an Associate Director at Bear Stearns, where his team pioneered one of the firm’s most successful retirement plan consulting practices. Over the course of his career, he has deepened his passion for delivering the best solutions to help corporate and individual clients achieve their financial goals.

Industry recognition

• Financial Times Top 401 Retirement Plan Advisors, 2016, 2015
• PLANADVISER Top 100 Retirement Plan Adviser Team of the Year, 2015
• PLANADVISER Top 100 Retirement Plan Advisers, 2014
• 401KWire Top 300 Most Influential Advisers in Defined Contribution, 2011, 2010, 2009

Credentials that build confidence

• Chartered Retirement Plans Specialist^SM (CRPS^®)
• Series 7, 65 and 66 securities licenses
• Life and health insurance licenses

Outside of work 

Bob invests his time in the support of veterans, with a focus on pathways to college education and transitions to the civilian workforce. In addition, he serves on the UBS Veterans Network Steering Committee for the Midwest region and actively supports local animal rescue efforts. In his free time, Bob enjoys travel, vegetarian cooking, yoga and playing golf.

Registered States:
CA, CO, FL, IL, IN, KS, KY, MA, MI, MO, NJ, NY, PA, SC, TX, WI

Insights grounded in experience

With nearly three decades of experience serving the needs of affluent investors and corporate retirement plan sponsors, Limei has earned her clients’ trust and created strong relationships that stand the test of time. She is passionate about solving her clients’ most complex financial challenges, combining the full scope of UBS resources with her deep knowledge of asset allocation and advanced planning strategies.

Limei co-founded The Banas-Yu Wealth Management Group with her partner, Bob Banas. As an Institutional Consultant and Senior Retirement Plan Consultant, she focuses on asset allocation analysis, estate planning strategies and relationship management. Born in Beijing and fluent in Chinese Mandarin, Limei’s unique perspective is truly valued by the team’s select group of Asian corporate clients.

Prior to joining UBS in 2008, Limei was an Associate Director at Bear Stearns, where her team pioneered one of the firm’s most successful retirement consulting practices. Over the course of her career, Limei has consistently focused on delivering better outcomes—and making a difference in the financial lives of her clients.

Industry recognition

• Working Mother Magazine Top Wealth Advisor Mom, 2018, 2017
• NAPA Top Women Advisors All-Star, 2018
• NAPA Top Women DC Advisors, 2017, 2016, 2015
• Financial Times Top 401 Retirement Plan Advisor, 2017, 2015
• PLANADVISER Top 100 Retirement Plan Adviser Team of the Year, 2015
• PLANADVISER Top 100 Retirement Plan Adviser, 2014
• 401KWire Top 300 Most Influential Advisers in Defined Contribution, 2013

Credentials that build confidence 

• Certified Investment Management Analyst^® (CIMA^®), the Wharton School of the University of Pennsylvania
• Chartered Retirement Plans Specialist^SM (CRPS^®)
• Certified Treasury Professional
• Series 7, 63 and 65 securities licenses
• Life insurance license
• B.A., Beijing Foreign Studies University
• M.A., University of Illinois at Chicago

Outside of work 

Limei is devoted to supporting the Asian community and women’s organizations. She enjoys travel, oil painting, tennis, yoga and cooking. Limei and her daughter share a passion for improving our educational system and encouraging the development of well-rounded children.

Registered States:
CA, CO, FL, IL, IN, KS, KY, MA, MI, MO, NJ, NY, PA, SC, TX, WI

Registered States:
CA, CO, FL, GA, IL, IN, KY, MD, MI, MO, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VT, WI