Financial planning tailored to your goals

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.

Plans

Shane E. Unsworth, CRPC, CFP

Vice President–Wealth Management

Financial Advisor

Shane began his career as a financial advisor with Wells Fargo Advisors in 2007. During his time at Wells Fargo Advisors he obtained the Chartered Retirement Planning Counselor designation. In the spring of 2011, Shane moved his practice to UBS to join the CORE Wealth Management. In April of 2020, Shane obtained the Certified Financial Planner™ designation. Shane graduated from Lee University in 2005 with a Bachelors of Science in Christian Ministries.

Registered States:
  • AK
  • AL
  • AR
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MN
  • MS
  • NC
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI
  • WY

Education

  • B.S. Christian Ministries, Lee University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
One Union Square
Suite 100
Chattanooga, TN 37402
  • (423) 757-7635

Email Me

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

Insights