Senior Vice President–Wealth Management
Shane Van Horn joined UBS Financial Services Inc. in 2008 after spending nine years with Merrill Lynch as a Vice President and member of the Chairman's Club, a recognition club for the top financial advisors. Shane is the managing partner of the Van Horn Group at UBS and is responsible for the team's financial planning process, investment philosophy and client service model.
Shane earned his Bachelor of Science degree from James Madison University in Harrisonburg, VA. He obtained his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Retirement Planning Counselor designation in 2005 after completing the education and examination requirements. Shane was selected to attend the Financial Advisors Leadership Program at the Wharton School and completed it in 2006. He is also a member of the Financial Planning Association (FPA).
Shane and his wife, Kate, are the proud parents of Cailin and Erin. Shane and Kate support their local church, Children's Healthcare of Atlanta, the 14+ Foundation and several other charities.
Recognized as an industry leader:
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
Senior Wealth Strategy Associate
Tony understands the importance of goal setting and a strong work ethic and is committed to assisting clients in prioritizing their financial goals and executing strategies. Tony is also dedicated to developing strong client relationships and providing them with the resources necessary to accomplish their most cherished financial goals.
Tony was formerly with Merrill Lynch and is a graduate of The Ohio State University where he was a scholar-athlete. Tony is FINRA registered and holds the series 7 and 6 securities licenses as well as licenses for life, accident and health insurance and variable products.
Tony and his wife, Kelley, are the proud parents of Kylie and Ashton. They support Browns Bridge Church, Aflac Children's Cancer Center, 14+ Foundation, Varsity "O" Alumni Club and FCA Wrestling Georgia where Tony serves on the board.
Kiki is a 19 year veteran of the financial services industry. Prior to joining UBS in 2008 she worked with Shane at Merrill Lynch. Kiki serves as the Branch Office Administrator and a Client Service Associate Coach for the Atlanta area.
As the Senior Client Service Associate for The Van Horn Group, Kiki is responsible for the day-to-day operations of client accounts where she actively participates and is dedicated to providing clients with the highest level of service. Her personal approach and strong relationship building skills greatly enhance the complete client experience.