Lasting relationships. For all that matters

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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.

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Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • AMS photo 2022

    Andrea Shea, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • FL
    • GA
    • IN
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • B.A., International Business, Lake Erie College
    • Joined UBS in 2009
    • Smith Barney 2005-2009
    • Greenleaf Capital Management 2000-2005
    • Series 7, 65, 31 and Insurance licensed
    • Founder, Cleveland Women Advancing Women, Member, Women's Council of the Cleveland Museum of Art, Member, President - Lake Erie College National Alumni Board,  Past President Northern Ohio Planned Giving Council, Union Club member and Engaging Women's Committee member, Stonewater Women's Golf League and St. Anselm's Parish
    • Forbes Top Women Wealth Advisors Best-in-State, 2025The 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.

    • Lake Erie College, B.A., International Business
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    • Wealth Advisor
    30050 Chagrin Boulevard
    Suite 200
    Pepper Pike, OH 44124
    andrea.shea@ubs.com
    Andrea Shea, CFP
    30050 Chagrin Boulevard,Pepper Pike,OH,44124
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    Marty Shea, CEPA

    Financial Advisor

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    • AZ
    • CA
    • FL
    • GA
    • IN
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

        • Certified Exit Planning Advisor
        30050 Chagrin Boulevard
        Suite 200
        Pepper Pike, OH 44124
        marty.shea@ubs.com
        Marty Shea, CEPA
        30050 Chagrin Boulevard,Pepper Pike,OH,44124
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        Kiana Kaufmann

        Client Associate

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                5007 Horizons Dr.
                Suite 200
                Upper Arlington, OH 43220
                kiana.abrescy@ubs.com
                Kiana Kaufmann
                5007 Horizons Dr.,Upper Arlington,OH,43220
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              Los Angeles fire relief

              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.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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