Insight-based advice

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.


Christopher Shea Marmion, CFP

Senior Vice President–Wealth Management

Financial Advisor

Shea started working with his father in August 2011 and earned the elite Certified Financial Planner® designation in 2012. His areas of focus include portfolio management, financial planning, and client support. Before joining UBS, he spent six years in the financial services industry consulting financial advisors on various investment products. He also spent three years managing 401(k) plans for Fortune 500 companies. He received both his B.S. and MBA in Accounting from DePaul University in Chicago. Outside of UBS, Shea enjoys traveling, playing soccer, and reading, when time permits. He lives in Columbus with his wife Jodi and their two children, Catherine and Liam.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WV


  • BS. Accounting, DePaul University
  • MBA - Finance, DePaul University


  • Portfolio Manager
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220
  • (614) 442-6295

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Legacy—Wealth for others

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.

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