Shawn Macfarlan-UBS Financial Services Inc

Shawn Macfarlan, a Senior Vice President of Wealth Management at UBS Financial Services Inc., specializes in personalized financial planning, addressing clients' liquidity, longevity, and legacy needs. He holds credentials as a CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst, drawing on a strong educational background with a BA in Economics from Penn State University's Schreyer's Honors College.

Recognized for his excellence, Macfarlan has been named among Forbes' Best in State Wealth Advisors and Wealth Management Teams for 2024-2025 and is a member of the UBS Wealth Management Presidents Council. His approach integrates strategies designed to help clients navigate their financial lives while understanding the inherent risks of investing.

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