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$3.9 trillion
In invested assets globally
As of 12/31/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been a member of UBS’s Director Council for numerous years and in 2022, was recognized by Forbes as a Best-In-State Advisor. In 2023 Northstar Partners was recognized by Forbes as a Best-In State Wealth Management Teams.
Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Shawn works with business owners, attorneys, and other high net worth investors to deliver best-in-class financial planning and advice. As a Financial Advisor, Shawn has earned the coveted designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He has been a member of UBS’s Director Council for numerous years and in 2022, was recognized by Forbes as a Best-In-State Advisor. In 2023 Northstar Partners was recognized by Forbes as a Best-In State Wealth Management Teams.
Prior to joining UBS Financial Services Inc., Shawn was a partner at a prominent Chicago law firm specializing in securities law. A graduate of Northwestern University with a B.A. in political science, Shawn then went on to earn a J.D. with honors from Chicago-Kent College of Law. He subsequently obtained his Series 7, 31 and 66 securities licenses, as well as life, health, and annuity insurance licenses.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
