Insight-based advice

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.

Employees at warehouse

Trevor Shaner

Managing Director–Wealth Management

Financial Advisor

Trevor L. Shaner, Vice President – Wealth Management

Started his investment career in 1992

Trevor helps a wide-range of clients with wealth planning and his extensive knowledge of the stock and bond markets. He understands that any financial plan must take into consideration some unexpected life changes along the way. That means making sure individuals are protected with the right wealth transfer and exit plans in place. With his deep trading background and understanding of Insurance, Trevor has a firm understanding of the analytics in investing and enjoys finding solutions from many different angles and strategies. He is great at uncovering value and the "unknown".

Trevor grew up in Pocahontas, Iowa and graduated from Simpson College in 1992. He lives in West Des Moines with his wife, daughter and two sons. He enjoys spending time in the outdoors with his family.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2022, 2023The 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 Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

Education

  • Simpson College
1075 Jordan Creek Pkwy
Suite 100
West Des Moines, IA 50266
  • (515) 237-3754

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

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

Insights