Experience

Makes all the difference

Shaun Rowles

Senior Vice President–Wealth Management

Institutional Consultant, UBS Institutional Consulting Program

For over two decades, Shaun has been putting the needs of his clients first with comprehensive and compassionate wealth advisory services. Having begun his career during the dot-com crash, one of the equity market's most tumultuous periods, Shaun has the extensive experience and keen insight to help manage his clients' assets throughout good times and bad.

Shaun moved his team to UBS in 2020 after 11 years with SunTrust Private Wealth Management where he was a co-founder and primary advisor on a nationally recognized billion dollar team. As a risk manager at heart, Shaun maintains consistent analysis of macroeconomic and global monetary policy trends and regularly communicates the environmental effects to his clientele. As an early pioneer in big-data, predictive analytics, and machine learning Shaun has a unique data-informed view on market dynamics and risk management.

Shaun has conducted guest lectures on Central Banking & Macroeconomic effects on securities markets for the MBA program at Vanderbilt University Owen School of Management in Nashville, Tennessee as well as other universities and global forums. In addition to financial markets, Shaun builds on his prior experience as a business consultant to advise business owners on how to maximize the value of their business and design optimum exit strategies as a Certified Exit Planning Advisor (CEPA).

Shaun has earned dual-bachelor degrees in Political Science and Psychology from the University of Tennessee as well as his MBA from Vanderbilt University Owen School of Management. Shaun is a financial history author and publishes a monthly market commentary, The Rowles Report, which enjoys global distribution. 

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • IN
  • KY
  • MD
  • MI
  • NC
  • NY
  • OH
  • PA
  • TN
  • UT
  • VA
  • WV

Education

  • University of Tennessee, Political Science and Psychology
  • Vanderbilt University Owen School of Management, M.B.A.

Credentials

  • Institutional Consultant, UBS Institutional Consulting Program
  • Portfolio Manager
  • Certified Exit Planning Advisor
  • Accredited Wealth Management Advisor℠
6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

shaun.rowles@ubs.com
Shaun Rowles
6100 Tower Circle,Franklin,TN,37067

Landon Rowles

Intern

The newest member of the Endeavor Wealth Partners team, Landon Rowles, officially establishes EWP as a multi-generational team. Landon's background is technology focused, educated as a VR/AR Programmer and Product Design Specialist at Ringling College in Sarasota, Florida. Landon maintains a vigorous body of knowledge on the technology sector, having worked in-house with a number of key players. His experience in virtually enabled media, marketing, and product design with Fortune 500 companies has offered a unique understanding of evolving market trends. 

6100 Tower Circle
Suite 100
Franklin, TN 37067

Email Me

landon.rowles@ubs.com
Landon Rowles
6100 Tower Circle,Franklin,TN,37067

Morgan Duett

Client Associate

Morgan Duett serves as the operations specialist of Endeavor Wealth Partners. She comes to UBS from a background in municipal government work with strong understanding in community organizations, nonprofits, and managing diverse stakeholder relations. Morgan serves as the EWP point person for account construction, fund movement, and all client service related requests.

4001 Carmichael Road
Suite 400
Montgomery, AL 36106

Email Me

morgan.duett@ubs.com
Morgan Duett
4001 Carmichael Road,Montgomery,AL,36106

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