Let's move forward. Together.

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.

Crane

William Shinn

Financial Advisor

William "Matt" followed in his fathers footsteps and started his career at Merrill Lynch in 1993 in the financial advisor training program. Over two decades later he brings with him a wealth of knowledge to UBS. He is committed to delivering professional investment management and building personalized relationships with clients. He also focuses on helping clients realize their wealth planning and retirement goals.

Matt has been married to his wife, Debi, for 28 years and is the father of six children, Adam, Andrew, Austin, Alex, AJ and Amber. They are active members of the First Assembly Church in Fort Wayne, IN.

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • B.A., Business Administration, Taylor University
200 East Main Street
Suite 900
Ft. Wayne, IN 46802
  • (260) 421-3110

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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