Senior Vice President–Wealth Management
Financial Advisor
A commitment to our client’s goals
We like to say we take a “small business approach” to working with our clients. What does that mean? It means we conduct ourselves based on the characteristics that support successful small businesses.
Ron works alongside his clients to provide clear and practical financial guidance. He focuses on helping them make informed decisions by evaluating options thoroughly, identifying opportunities, and maintaining a conservative and responsible approach. His work is grounded in integrity, diligence, and a commitment to supporting each client’s success.
Experience
Education and Credentials
Personal
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
A commitment to our client’s goals
We like to say we take a “small business approach” to working with our clients. What does that mean? It means we conduct ourselves based on the characteristics that support successful small businesses.
Ron works alongside his clients to provide clear and practical financial guidance. He focuses on helping them make informed decisions by evaluating options thoroughly, identifying opportunities, and maintaining a conservative and responsible approach. His work is grounded in integrity, diligence, and a commitment to supporting each client’s success.
Experience
Education and Credentials
Personal
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Registered Client Associate
Building Trust Through Every Conversation
As a registered client associate on The Grasso Wealth Management Group, Shawn embodies the team’s “small business approach” by cultivating meaningful, long-term relationships with clients rooted in personalized service. His diverse background in both financial services and public service equips him with a distinctive blend of discipline and empathy that enhances every client interaction. Shawn’s return to the financial industry and his dedication to the Grasso team reflect a deep commitment to providing operational and administrative support to individuals and families with clarity and care. Whether identifying opportunities or navigating challenges, Shawn remains focused on strengthening each client relationship through hard work and authentic connection.
Experience
Education and Credentials
Personal
Registered Client Associate
Building Trust Through Every Conversation
As a registered client associate on The Grasso Wealth Management Group, Shawn embodies the team’s “small business approach” by cultivating meaningful, long-term relationships with clients rooted in personalized service. His diverse background in both financial services and public service equips him with a distinctive blend of discipline and empathy that enhances every client interaction. Shawn’s return to the financial industry and his dedication to the Grasso team reflect a deep commitment to providing operational and administrative support to individuals and families with clarity and care. Whether identifying opportunities or navigating challenges, Shawn remains focused on strengthening each client relationship through hard work and authentic connection.
Experience
Education and Credentials
Personal
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.
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.
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