Deeply rooted in your financial 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.

Globe

Shawn Nicholas

Senior Vice President–Wealth Management

Financial Advisor

As a founding partner of Highbridge Wealth Management, Shawn brings over 28 years of experience tending to the needs of clients through a variety of markets.  He is committed to helping clients pursue their financial goals through a common sense approach to successful investing.  Shawn delivers tactical asset management, investment manager due diligence, cash-flow based planning, asset and liability management, and estate planning strategies. We are focused on our client's financial goals and objectives and communicate openly and frankly to help them make the best choices for their needs 

In addition to his career, Shawn is committed to making his community better whether through mentoring, coaching youth, or providing financial resources to worthy charities.  He served as a member of the Board and Audit Committee for Big Brothers Big Sisters.  He and his wife live in Plano, Texas, with their two daughters.

Shawn holds a B.B.A. from Texas A&M University in accounting and finance.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior 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.B.A. in Accounting and Finance, Texas A&M University

Credentials

  • Certified Exit Planning Advisor
  • Senior Portfolio Manager
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0602

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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.

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As of 11/07/2023

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