Orchard Wealth Management
View FINRA BrokerCheck informationContact us

Let's move forward. Together.

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Andrea Shea, CFP

Senior Vice President–Wealth Management

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • IN
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Andrea Shea, CFP

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Wealth Advisor

Andrea Shea, CFP

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Andrea Shea, CFP

Senior Vice President–Wealth Management

Financial Advisor

  • 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

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • IN
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Wealth Advisor
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

andrea.shea@ubs.com
Andrea Shea, CFP
30050 Chagrin Boulevard,Pepper Pike,OH,44124

Marty Shea, CEPA

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • IN
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Marty Shea, CEPA

Credentials

  • Certified Exit Planning Advisor

Marty Shea, CEPA

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Marty Shea, CEPA

Financial Advisor

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • IN
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Credentials

  • Certified Exit Planning Advisor
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

marty.shea@ubs.com
Marty Shea, CEPA
30050 Chagrin Boulevard,Pepper Pike,OH,44124

Kiana Abrescy

Client Associate

Kiana Abrescy

5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

Kiana Abrescy

Client Associate

5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

kiana.abrescy@ubs.com
Kiana Abrescy
5007 Horizons Dr.,Upper Arlington,OH,43220

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings