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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Executive Director
Financial Advisor
With over 25 years of wealth management experience, Shawn is an Executive Director and Financial Advisor at UBS. Shawn is passionate about helping clients and their families improve their lives and create legacies that matter most to them. She understands that significant wealth brings a greater level of complexity to clients and that every client is unique. She knows how important it is to provide comprehensive advice, guidance and solutions tailored to each client.
Shawn joined UBS in 2008 and has spent the past fifteen years in various leadership roles, she was most recently the Market Director in Arizona overseeing the Wealth Management business. Prior to that, Shawn was the Assistant Market Head for the UBS 1285 Headquarters office in New York and Complex Sales Manager in Chicago. Before pursuing a leadership career, Shawn held several roles in the industry including Regional Branch Analyst, Planning Specialist, Financial Advisor and Client Service Associate. Shawn has
also worked at Wachovia Securities and Merrill Lynch where she began her career
in 1999.
Shawn graduated from University of Delaware – Lerner College of Business and Economics and received her B.A. in Business Administration and Marketing. She holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor (CEPA®) and maintains her securities licenses for the Series 7, 9, 10, 66 and her life and health insurance licenses.
Shawn, her husband Derek and their two dogs, Bella and Luna live in Scottsdale. She enjoys golfing, traveling and spending time with family.
Executive Director
Financial Advisor
With over 25 years of wealth management experience, Shawn is an Executive Director and Financial Advisor at UBS. Shawn is passionate about helping clients and their families improve their lives and create legacies that matter most to them. She understands that significant wealth brings a greater level of complexity to clients and that every client is unique. She knows how important it is to provide comprehensive advice, guidance and solutions tailored to each client.
Shawn joined UBS in 2008 and has spent the past fifteen years in various leadership roles, she was most recently the Market Director in Arizona overseeing the Wealth Management business. Prior to that, Shawn was the Assistant Market Head for the UBS 1285 Headquarters office in New York and Complex Sales Manager in Chicago. Before pursuing a leadership career, Shawn held several roles in the industry including Regional Branch Analyst, Planning Specialist, Financial Advisor and Client Service Associate. Shawn has
also worked at Wachovia Securities and Merrill Lynch where she began her career
in 1999.
Shawn graduated from University of Delaware – Lerner College of Business and Economics and received her B.A. in Business Administration and Marketing. She holds the CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor (CEPA®) and maintains her securities licenses for the Series 7, 9, 10, 66 and her life and health insurance licenses.
Shawn, her husband Derek and their two dogs, Bella and Luna live in Scottsdale. She enjoys golfing, traveling and spending time with family.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Fundamental considerations and strategies to guide you
Family businesses are among the most successful business organizations worldwide. Yet transitions to the next generation can be challenging. Families often put off the transition or decide to sell. Our overview can guide you in transitioning a family enterprise from one generation to the next.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
