Deeply rooted in your financial goals

Sean Gabrio, CIMA, CEPA

Senior Vice President–Wealth Management

Private Wealth Advisor

Sean Gabrio is a Senior Partner with The Pacific Wealth Group. With over 30 years of industry experience, Sean has earned the titles Senior Vice President, Private Wealth Advisor, and Senior Portfolio Manager. Employing a consultative approach, he works with a select group of high net worth individuals and families addressing major concerns such as wealth preservation, tax management, legacy planning, asset protection, and philanthropy. Additionally, he has assisted a number of closely held business owners successfully navigate the complex issues surrounding the marketing and sale of their businesses.

Sean obtained the Certified Investment Management Analyst® (CIMA®) designation, via an intensive course and exam process that emphasizes investment knowledge, ethics, and objective investment advice. He is a member of the Investments & Wealth Institute and has helped the team achieve a top ten ranking for Oregon Advisors from the Oregon Business Magazine and is listed in the Portland Business Journal as one of Portland’s top Wealth Advisors. Sean is widely recognized as one of the leading Private Wealth Advisors in the Oregon Market.

Sean and his wife Leslie, celebrating 26 years together, have two children. Originally from Spokane, Sean moved to Eugene where he graduated from the University of Oregon. Historic Northeast Portland is the Gabrio's current residence. Sean is a strong believer in giving back to the community he lives in, is actively involved with several local charities, and currently sits on the board of Bridges Middle School as the acting Treasurer, in addition to being on the Board of Directors for Elevate Oregon.

 

The credentials that build confidence:

  • CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM (CIMA®)
  • CERTIFIED EXIT PLANNING ADVISOR (CEPA)
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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

Credentials

  • Private Wealth Advisor
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor

Exit planning
Business succession
Entrepreneurs
805 South West Broadway
Suite 2600
Portland, OR 97205
  • (503) 225-9225

Email Me

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Crane
  • Scot Berryman

    Scot Berryman, CFP, CIMA, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        450 Country Club Road
        Eugene, OR 97401
      • Jim Mead

        Jim Mead, CFP, CIMA, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • ME
        • MI
        • MN
        • MO
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • PR
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY
        • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

            600 Southwest Columbia
            Building 4 (Suite 6200), 2nd Floor
            Bend, OR 97702
          • Catherine Henry

            Catherine Henry, CFP

            Senior Wealth Strategy Associate

            CERTIFIED FINANCIAL PLANNER™

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            • AZ
            • CA
            • CO
            • GA
            • HI
            • IL
            • IN
            • KY
            • MA
            • MI
            • MN
            • NV
            • OR
            • SC
            • TN
            • TX
            • WA

            Catherine Henry joined the Pacific Wealth Group in 2017. She is a Wealth Strategy Associate who works directly with Sean Gabrio in our Portland, Oregon office. Prior to joining our team, Catherine worked for five years in the Troy, Michigan UBS branch, most recently as a Wealth Strategy Associate. She earned her B.S. in General Management from Oakland University in Rochester, Michigan. Catherine holds the FINRA Series 7 and Series 66 securities licenses and has earned her Certified Financial Planner™ designation.

            In her free time, you can find Catherine volunteering at the local tool library, huddled over a jigsaw puzzle, or riding a tandem bike around town her husband, George.

                • CERTIFIED FINANCIAL PLANNER™
                Financial planning
                805 South West Broadway
                Suite 2600
                Portland, OR 97205
              • Brice

                Brice Heilman

                Senior Client Associate

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                • AZ
                • CO
                • GA
                • HI
                • IL
                • MI
                • MO
                • NV
                • OR
                • TN

                Brice Heilman is a Senior Registered Client Service Associate who works out of our Portland office. Brice holds the FINRA series 7 and 66 licenses.  Although originally from Illinois, Brice has had the opportunity to live on both coasts of the U.S. and has now settled back to the Midwest in St. Louis.  She has over 25 years of experience in the financial industry. Starting out as a teller for a local bank, Brice then moved on to various banking positions before transferring to the investment side of the financial world.  Before coming to UBS, Brice was a Senior Registered Client Service Associate at Morgan Stanley/Smith Barney. Brice earned her undergraduate degree in Business Administration from Western Illinois University.

                Brice and her husband Drew have been married for 12 years and have two children together. Their family likes to travel and spend time with extended family and friends.

                      805 South West Broadway
                      Suite 2600
                      Portland, OR 97205
                    Who we work with

                    Who we work with

                    Accessing resources. Delivering solutions.

                    Accessing resources. Delivering solutions.

                    Goals-based planning

                    Goals-based planning

                    Selling your business: Proceed with passion

                    UBS Business Transition Services can help unlock the possibilities

                    Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    #1

                    Serving Business Owners

                    Euromoney Private Banking and Wealth Management Survey, 2020

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    Financial strength

                    Driving confidence.
                    Aa3 (stable) Moody’s
                    A+ (stable) Standard & Poor’s

                    UBS AG, long-term senior secured debt rating. As of 11/23/2021