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
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MN
  • NC
  • NM
  • OH
  • OK
  • PA
  • SC
  • TN
  • VA
  • WI
  • WY

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • 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

  • 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

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights