For almost two decades, Shaun has been putting the needs of his clients first with comprehensive and compassionate wealth advisory services. Having begun his career during the dot-com crash, one of the equity market’s most tumultuous periods, Shaun has the extensive experience and keen insight to help manage his clients’ wealth throughout good times and bad.

Shaun brings his guidance to UBS after 11 years with SunTrust Private Wealth Management where he was a primary advisor on a nationally recognized team. As a risk manager at heart, Shaun maintains consistent analysis of macroeconomic and global monetary policy trends and regularly communicates the environmental effects to his clientele. Shaun has conducted guest lectures on Central banking & macroeconomic effects on securities markets for the MBA program at Vanderbilt University Owen School of Management in Nashville, Tennessee as well as local private investment groups and forums. In addition to financial markets, Shaun consults with business owners to maximize the value of their business and design optimum exit strategies as a Certified Exit Planning Advisor (CEPA).

Shaun has earned dual-bachelor degrees in Political Science and Psychology from the University of Tennessee as well as his M.B.A. from Vanderbilt University Owen School of Management.

Shaun spends his spare time farming, and volunteering as an agricultural conservationist. He currently resides in Franklin, Tennessee with his lovely wife Jennifer and four talented children. 

Registered States:
AZ, CA, CO, FL, GA, KY, LA, MD, NC, OH, PA, TN, VA, WV

Ryan shares the Investment Management responsibilities with Shaun Rowles. Ryan’s primary roles include security analysis, risk management, portfolio design and implementation, and due diligence for third party managers. Ryan is currently enrolled in the Master of Liberal Arts program in Extension Studies, for the field of Finance, at Harvard University. When not in the office, he enjoys cycling, golfing, and spending time with his girlfriend, Taryn, and two Weimaraners, Oliver and Watson.

Registered States:
CA, CO, GA, KY, LA, MD, NC, OH, PA, TN, VA, WV

Andrew supports all aspects of client service with a primary focus on operations, financial planning and business development. Andrew is a South Carolina native with degrees in economics and environmental science from the University of South Carolina. When he’s not in the office, he enjoys spending time outdoors with his wife and two children.

Registered States:
CA, CO, GA, KY, LA, MD, NC, OH, PA, TN, VA, WV