Insight-based advice

Telescope in window

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three people sitting in office

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrea M. Shea - Profile Photo

    Andrea Shea

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • GA
    • IN
    • MD
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • B.A., International Business, Lake Erie College
    • Joined UBS in 2009
    • Smith Barney 2005-2009
    • Greenleaf Capital Management 2000-2005
    • Series 7, 65, 31 and Insurance licensed
    • Founder, Cleveland Women Advancing Women, Member, Women's Council of the Cleveland Museum of Art, Member, President - Lake Erie College National Alumni Board,  Past President Northern Ohio Planned Giving Council, Union Club member and Engaging Women's Committee member, Stonewater Women's Golf League and St. Anselm's Parish

      • Lake Erie College, B.A., International Business
      • Senior Portfolio Manager
      • Wealth Advisor
      30050 Chagrin Boulevard
      Suite 200
      Pepper Pike, OH 44124
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      Megan Saralli

      Client Associate

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              30050 Chagrin Boulevard
              Suite 200
              Pepper Pike, OH 44124

            Focus on liquidity management

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            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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