Orchard Wealth Management
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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

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

Education

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

Credentials

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

Andrea Shea

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Andrea Shea

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

Megan Saralli

Client Associate

Megan Saralli

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Megan Saralli

Client Associate

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

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