Shawna Elaine Prejean
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Shawna Elaine Prejean

Senior Vice President–Wealth Management

Financial Advisor

I have been with UBS since 2000. I am a financial advisor and portfolio manager with an integrated, holistic approach priding myself on understanding our clients and relating to them on more levels than just their financial affairs. I believe that great things are accomplished through sound partnerships built on trust and integrity and I work hard to exemplify these values in everything I do.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KY
  • LA
  • ME
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Shawna Elaine Prejean

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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. 

Shawna Elaine Prejean

Education

  • B.A. Business Administration, University of Louisiana Lafayette

Credentials

  • Portfolio Manager

Shawna Elaine Prejean

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

shawna.simon@ubs.com
Shawna Elaine Prejean
201 Settlers Trace Blvd.,Lafayette,LA,70508

Shawna Elaine Prejean

Senior Vice President–Wealth Management

Financial Advisor

I have been with UBS since 2000. I am a financial advisor and portfolio manager with an integrated, holistic approach priding myself on understanding our clients and relating to them on more levels than just their financial affairs. I believe that great things are accomplished through sound partnerships built on trust and integrity and I work hard to exemplify these values in everything I do.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KY
  • LA
  • ME
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September 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.A. Business Administration, University of Louisiana Lafayette

Credentials

  • Portfolio Manager
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508
  • (337) 593-3603

Email Me

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