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Shawn O
Series 63
Helena, CA
UBS Financial Services
Shawn Oliver is a financial advisor at UBS Financial Services with 35 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is co-owner of Oliver Racing LLC and involved in wine production and sales through Oliver Family Wines in Napa, California. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based allocations to tailor plans to client goals and risk tolerances.
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