Let's move forward. Together.

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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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    Thomas Sheehan

    Senior Vice President–Wealth Management

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      I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

      I believe in participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

      I live with my wife Jenn in Warwick, RI, with our three children Tommy age 17, Isabelle age 15, and Sophie age 13.  In my spare time I enjoy hockey and golf, and summers in Charlestown, RI at Quonochontaug Beach.

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            Katie Ranney

            Senior Client Associate

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              Senior Registered Client Associate

              Katie is committed to building lasting relationships with each client and takes pride in responding to client requests and working to address their needs, no matter how small or complex. Katie also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

              Katie lives in Rhode Island with her husband Brian and their two children Benjamin age 12 and Hayleigh age 10. Katie likes to volunteer at her children’s school and spending time on the beach collecting seashells.

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                  UBS and Credit Suisse—stronger than ever

                  Managing wealth is our craft

                  We’re committed to understanding what wealth means for you.

                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $5+ trillion

                  In invested assets globally 
                  As of 11/07/2023

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager