The right moves for your financial future

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With over 25 years of experience in financial services, Andrea Shea brings deep insight and steady guidance to individuals, families, and business owners. She began her career as a securities analyst before becoming a financial advisor at Smith Barney. Since joining UBS in 2009, she has helped clients navigate both growth and volatility—drawing on decades of market experience to provide clear, grounded advice.

She works closely with clients to define what matters most and builds tailored investment strategies and holistic financial plans to match. Her long-term perspective and calm approach are especially valued by those managing complex or multi-generational wealth.

Based in the UBS Columbus office with an office presence in Pepper Pike, Andrea is an active member of both communities. She is the founder of Cleveland Women Advancing Women and has served as president of both the Lake Erie College National Alumni Board and the Northern Ohio Planned Giving Council.

Andrea resides in Columbus with her husband, Bob, and is a member of Worthington Hills Country Club and The Athletic Club of Columbus. She is also an active volunteer with the St. Vincent de Paul Society.

• Forbes Best-in-State Wealth Advisors, 2025The 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.
• Forbes Top Women Wealth Advisors Best-in-State, 2025The 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.

• Lake Erie College, B.A., International Business

• CERTIFIED FINANCIAL PLANNER
• Senior Portfolio Manager
• Wealth Advisor

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• WV

Marty takes a collaborative approach, working closely with UBS specialists as well as tax and legal professionals to understand each client’s goals. He helps simplify the complexity of today’s global markets through clear, actionable strategies. For nearly 15 years, Marty has been helping executives, families, and business owners solve financial challenges by anticipating both opportunities and risks.

As part of a multi-generational wealth management team, Marty values the privilege of serving relationships that span decades. This experience gives him a grounded perspective on how financial needs evolve across different life stages and levels of wealth.

Outside of work, Marty stays active through cycling, golf, and exploring new hobbies. He enjoys spending time with his wife, Samantha, and their two boys, and serves on the Board of Trustees for St. Joseph Montessori School in Columbus.

• Miami University (OH), B.S. Psychology, Entrepreneurship

• Certified Exit Planning Advisor

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With more more than 25 years of experience in the financial services industry, Kim joined UBS in 2023. Although she is an Akron, OH native, Kim earned a BSBA in Finance from the University of Denver.

Kim's interest in investments and finance began at age three as her late father, Patrick O'Hara, was a Financial Advisor. She feels blessed to have listened and learned from her father's insights over his 45 year career. Kim observed firsthand how to manage wealth and client relationships across multiple market cycles.

As a Financial Advisor at UBS, Kim is focused on delivering holistic financial planning and customized investment management. She believes in a goal driven approach to preserve and grow her client's wealth, ultimately helping them live life to its fullest.

Kim now happily resides in the Columbus, OH area. Kim and her husband Ed have three adult children. She enjoys golfing, walking, reading and spending time with her family.

• University of Denver, B.S.B.A. Finance