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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
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.
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
