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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Shawn Shafer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
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    • MA
    • MD
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    Began career with Morgan Stanley Dean Witter in 1998.  Joined UBS Financial Services in 2011.

    BA in Business Management and Systems from California State University, Northridge-1996

      • California State University, Northridge, BA in Business Management and Systems
        15260 Ventura Blvd
        Suite 1800
        Sherman Oaks, CA 91403
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        Steven Miller

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WY

        Started with Morgan Stanley Dean Witter in 1997 as a financial advisor. Joined UBS in 2011.

        BA in Business Economics from the University of California, Santa Barbara-1986

        MBA from Pepperdine University-1989

        Certificate for Investment Consulting from The Wharton School at the University of Pennsylvania-2007

        Assistant Scout Master with the Boy Scouts of America-2004 to present

          • University of California, Santa Barbara, BA in Business Economics
          • Pepperdine University, MBA
            15260 Ventura Blvd
            Suite 1800
            Sherman Oaks, CA 91403
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              Began career with Morgan Stanley Dean Witter in 1997 as a Financial Advisor.  Joined UBS in 2011

              BA in Economics from California State University, Northridge.

              Volunteer at CSUN and AYSO, as well as supporting numerous local charities.

                • California State University, Northridge, BA in Economics

                US banking sector update: Where we are now?

                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.

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                As of 06/30/2022

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