Lasting relationships. For all that matters

Special-Needs-Group

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Kenneth-Horwitz

    Kenneth David Horwitz

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • ID
    • IN
    • KS
    • KY
    • LA
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Senior Vice President - Wealth Management

    Ken began his career with the UBS Seattle office in 1986 (formerly PaineWebber). Ken has led a team of partners for over twenty years in the field of Special Needs Trusts management, having been mentored in the early years by several of the leading attorneys whom pioneered this field on both coasts. Ken has had a successful long term career at UBS having helped manage client portfolios through 4 business cycles. Currently manages nearly 300 million in client assets including over 100 Special Needs Trusts (both litigation and testamentary), guardianships, conservatorships, benefits eligibility, etc... Able to provide referral network for legal assistance and trust development through attorneys in this field.

    Ken earned a Bachelor's of Arts at California State University Northridge in 1974; was an Eagle Scout at age 13 (Community service project working with Special Needs Scout Troop); has past experience as an entrepreneur in developing businesses in four states. Hobbies include flying vintage aircraft at Boeing Field in Seattle.

      • California State University Northridge, Bachelor's of Arts
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • Shawn-Meneely

        Shawn Meneely

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AZ
        • CA
        • DE
        • FL
        • GA
        • HI
        • ID
        • IN
        • KS
        • LA
        • MT
        • NC
        • NJ
        • NV
        • NY
        • OK
        • OR
        • TN
        • TX
        • VA
        • WA

        Vice President - Wealth Management

        Shawn began his career at UBS in 2000 (formerly PaineWebber) and joined the Special Needs Trust group with Ken Horwitz’s team after having had Ken handle his own Special Needs Trust since 1994.  Shawn is a C4-C5 quadriplegic after a swimming pool accident.  Shawn graduated from Eastern Washington University with a double major in finance and economics.  His work in the office has been extremely helpful in researching further into the entitlement systems.   Shawn helps clients and potential clients navigate their lives with a disability by counseling them from personal experience on structuring and understanding their future housing, medical and social opportunities available to them.

        Shawn enjoys his season tickets to the Mariner's and Seahawks, traveling around the world, spending time with family and friends and all the cultural aspects the city of Seattle has to offer.  Shawn is a Board member of the Brain Injury Association of Washington and works extensively with attorneys in Seattle and around the state.  In addition, he supports Washington State Association of Justice (formerly WSTLA) in several capacities.

          • Eastern Washington University, Finance and Economics
            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
          • Diane-Harper

            Diane C. Harper

            Investment Associate

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            • AK
            • CA
            • CT
            • DE
            • FL
            • HI
            • KS
            • KY
            • LA
            • NC
            • NJ
            • NM
            • NY
            • OH
            • OR
            • UT
            • VA
            • WA

            Investment Associate

            Diane began her career in the financial industry in 1980 with a regional firm in the northwest.  She held many positions there, including client service associate, various operation positions as well as operations manager. Diane has her series 7, 63 and 65. Diane joined Ken Horwitz at UBS (formerly PaineWebber) in 1989 to help build a gratifying and rewarding career in Special Needs Trusts. Diane is dedicated to providing beneficiaries and their families with the support and consideration they deserve. Through her own experiences, she brings knowledge, understanding and solutions to families in need of guidance. She will do her utmost to meet whatever a client's needs may be, not only with investments, also assist special needs clients with their unique needs.

            Diane was born in Seattle and currently resides in Medina with her husband, Robbins and daughter, Alexandra. She enjoys spending her time at the family farm with her family, hiking, fishing and gardening.

                  925 Fourth Avenue
                  31st and 32nd Floors
                  Seattle, WA 98104
                • Elizabeth-East

                  Elizabeth Gehle East

                  Senior Client Associate

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                    Senior Client Service Associate

                    Beth joined UBS in 1997 working for the operations group. Two years later she joined the Horwitz & Meneely team where she continues to be an important part of the financial advisory team. Beth's primary focus is in providing excellent customer service to her financial advisors and their clients. With excellent interpersonal relations, Beth assists you with your needs and communicates in a way that is simple to understand. Beth is passionate about assisting clients and their loved ones through difficult times. Her goal is to alleviate your stress by helping to solve your needs, from the simplest to the most complex and multifaceted matters. Beth will put you at ease, knowing your financial needs are in caring hands.

                    Beth is a graduate of Washington State University with a BA in Humanities and a minor in English. After college she has focused her career in client services. Beth lives in Issaquah, WA with her husband Chris and daughter Brookelyn. Beth spends her time away from work with family and enjoys attending her daughter's sports and academic events. She also likes gourmet dinners with friends and exploring the beautiful Northwest.

                      • Washington State University, BA in Humanities and a minor in English
                        925 Fourth Avenue
                        31st and 32nd Floors
                        Seattle, WA 98104

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                      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.

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