Advice Built on experience
Shea started working with his father in August 2011 and earned the elite Certified Financial Planner® designation in 2012. His areas of focus include portfolio management, financial planning, and client support. Before joining UBS, he spent six years in the financial services industry consulting financial advisors on various investment products. He also spent three years managing 401(k) plans for Fortune 500 companies. He received both his B.S. and MBA in Accounting from DePaul University in Chicago. Outside of UBS, Shea enjoys traveling, playing soccer, and reading, when time permits. He lives in Columbus with his wife Jodi and their two children, Catherine and Liam.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Upper Arlington |
November 2012 - Present |
Wells Fargo Advisors |
Financial Advisor |
Worthington, OH |
August 2011 - October 2012 |
Advisors Asset Management |
Regional Vice President |
Seattle, WA |
January 2010 - July 2011 |
Guggenheim Investments |
Regional Vice President |
Seattle, WA |
March 2005 - December 2010 |
Hewitt Associates |
Business Analyst |
Lincolnshire, IL |
June 1999 - January 2003 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®)
Education
- DePaul University BS. Accounting
- DePaul University MBA - Finance
Licenses
- Series 66 - NASAA-Uniform Combined State Law Exam
- State of Ohio, Life, Health Insurance and Variable Annuity Licensed
- Series 7, General Securities Representative
Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV