UBS is a truly global financial services firm, it is imperative that we have the insight of such a firm, as our world has become so connected both in business and cultures. UBS has the unique resources of a wealth management research team and a private bank that operate exclusively for our private clients. This allows UBS to have a global force-with a local focus. We are committed to giving back to the community.
With over 20 years of financial industry experience, Shawn is a Director and Branch Manager responsible for leading the UBS Wealth Management business in the Phoenix office.
As the Branch Manager, Shawn knows how important it is to provide comprehensive advice, guidance and solutions tailored to each situation. She partners with financial advisors and their teams to ensure that they have deep knowledge of our global capabilities to best assist clients and provide an exceptional client experience.
Shawn is passionate about helping clients and their families improve their lives and create legacies that matter most to them. She understands that significant wealth brings a greater level of complexity to clients and that every client is unique. Shawn enjoys creating a customized plan for clients by learning what they want to accomplish in life, who matters most to them and what they want their legacy to be.
Shawn joined UBS in 2008 and has spent the past decade in various leadership roles including Assistant Market Head for the UBS 1285 Headquarters office in New York, Complex Sales Manager for the UBS Chicago office before assuming the Branch Manager position for the UBS Phoenix office. Prior to pursuing a leadership career, Shawn held several roles in the financial services industry including Regional Branch Analyst and Planning Specialist, Financial Advisor and Client Service Associate. Shawn has also worked at Wachovia Securities and Merrill Lynch where she began her career in 1999.
Shawn graduated from the University of Delaware- Lerner College of Business and Economics and received her B.A. in Business Administration and Marketing. She holds the CERTIFIED FINANCIAL PLANNER™ and maintains her securities licenses for the Series 7, 9, 10, 66 and her life and health insurance license.
Shawn and her husband Derek live in Phoenix, Arizona. In her free time she enjoys running, traveling, reading and spending time with family and friends.