Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Owen Sweeney, Jr., CIMA, CPWA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Owen has been with UBS since 1987. Owen has a broad range of clients that include private clients, nonprofit organizations, endowments and foundations, municipalities and corporate retirement accounts. His investment philosophy stresses the importance of asset allocation and diversification, which he bases on each client's long-term goals and objectives.

Owen earned his Certified Investment Management Analyst, Chartered Private Wealth Advisor and Certified Exit Planning Advisor credentials and is a member of UBS's President's Council.

Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people. He splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.

Arizona Insurance License # 4638475

California Insurance License #4256828

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY


  • Chartered Private Wealth Advisor (CPWA), Investment Management Consultants Association


  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
  • (480) 443-5442

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager