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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
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.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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