Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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.
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
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.
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
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
