Brad Weiner, CFP - UBS Financial Services Inc., 925 4th Ave, # 31, Seattle, WA 98104, US

Shawn Macfarlan, CFP, CIMA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Seattle, WA. With a focus on private wealth management, Shawn and his team offer strategic solutions tailored to address every dimension of their clients' lives and goals, including investments, business, and legacy planning. They utilize the UBS Wealth Way approach, incorporating Liquidity, Longevity, and Legacy strategies, to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Shawn Macfarlan and his team provide personalized financial planning services, helping clients organize their financial lives and develop customized plans to meet their short-term expenses, longer-term needs, and legacy goals. With recognition as one of Forbes Best-in-State Wealth Management Teams in 2024, Shawn's expertise as a CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst, combined with his education in Economics from Penn State University, make him a trusted advisor in the field of wealth management.Generated from the website

UBS Institutional Consulting Group - Northwest - UBS Financial Services Inc.

Shawn Macfarlan, CFP, CIMA - UBS Financial Services Inc.

First Sound Bank

Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc.