A plan for today, tomorrow and generations to come

Generational Family on Beach

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Gloria Shia

Senior Vice President–Wealth Management

Financial Advisor

Gloria Shia is a Senior Vice President – Wealth Management at UBS Financial Services in New York. Prior to joining UBS in July 2022, she was Vice President in Private Wealth Management, Consumer and Wealth Management Division at Goldman Sachs, working as private wealth advisor serving high net worth clients. Gloria joined Goldman Sachs in 2005 in the Controllers department under the Investment Management Division. She spent 9 years in China working as the Head of Controllers and the Chief Operating Officer for Private Wealth Management Division at Goldman Sachs subsidiary in China. Before joining Goldman Sachs, Gloria worked as Assistant Controllers at Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company, and as senior auditor at Deloitte. She was the co-chair of China Women’s Network while she was working at the Goldman Sachs office in China. She currently serves on the board of Chamber Orchestra of New York, a non-for-profit organization. She is also a board member of the Baruch Asian Heritage Alumni Network Steering Committee at Baruch College. Gloria holds an MBA in Accountancy from Zicklin School of Business from Baruch College, City University of New York. Gloria is a Certified Public Accountant (CPA) and a Certified Financial Analyst (CFA) charterholder. She is fluent in English, Mandarin and Cantonese.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
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  • TN
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  • VA
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  • WA
  • WI
  • WV
  • WY

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Exit planning
Custom portfolios
Family Offices
Business Owners
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 649-8188

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022


for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022