Let's move forward. Together.

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Andrea Shea, CFP

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:

Andrea Shea, CFP

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2025The 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 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.

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.

Andrea Shea, CFP

Education

Lake Erie College, B.A., International Business

Credentials

CERTIFIED FINANCIAL PLANNER®
Senior Portfolio Manager
Wealth Advisor

Andrea Shea, CFP

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Andrea Shea, CFP

Senior Vice President–Wealth Management

Financial Advisor

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

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2025The 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 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.