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
  • FL
  • GA
  • IL
  • MD
  • MI
  • MN
  • NC
  • NH
  • NM
  • NV
  • NY
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Credentials

  • Certified Investment Management Analyst®
  • Institutional Consultant, UBS Institutional Consulting Program
2575 East Camelback Road
Suite 900
Phoenix, AZ 85016
  • (480) 443-5442

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