Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Architect at drawing table

Neil Short

Senior Vice President–Wealth Management

Financial Advisor

Hello, I’m Neil Short, the Senior Portfolio Manager for Short Sharpe Wealth Management, at UBS Financial Services, located in Austin, Texas. My team and I are in the business of ensuring that our clients are properly positioned to achieve their financial goals throughout their lives. We accomplish this by aligning the wealth management services of our firm with a personalized financial plan for each one of our clients, tailored to fit their individual needs.

We are fortunate to work with a diverse group of clients, representing many professions and stages of life. While we can find solutions for the financial needs of most investors, our particular focus is on helping business owners and executives, their families, and their companies. We accomplish this through three distinct focuses:

  • Comprehensive Financial Planning: Through our evaluation process, we develop an understanding of not only each client’s financial goals, but who they are as people.  This helps us develop a strategy to meet their short-term and long-term objectives, and in turn helps them sleep at night through any number of changing market conditions.

  • Expert Portfolio Management: I personally monitor each client’s portfolio, and adjust their asset allocation as needed based on forward-looking market projections. I utilize the intellectual capital of UBS, combined with my own extensive experience managing my clients’ accounts. Most importantly, performance is measured by the parameters set by each client, not just by a specific index.

  • Dedicated Service: Open communication with our clients is at the forefront of our relationships. We conduct regular reviews, and partner with each client’s respective tax and legal advisors. Our clients depend on us for recommendations that go beyond investment management, including estate planning, insurance analysis, lending, and more.

 

Registered States:
  • CA
  • CT
  • DC
  • FL
  • GA
  • ID
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • NE
  • NJ
  • NY
  • PA
  • TX

Education

  • Bachelors in Finance, University of Nebraska

Credentials

  • Senior Portfolio Manager
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
  • (512) 542-7500

Email Me

Focus on liquidity management

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

51 countries

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