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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
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
Credentials
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.
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
Credentials
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.
$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
