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Shawn M

Series 66

Waianae, HI

UBS Financial Services

Shawn Meneely is a Series 66 licensed financial advisor with UBS Financial Services, where he has worked since 2000, accumulating 26 years of industry experience. He serves as vice president of Quarter K Inc., a family-associated entity involved in quarter horse racing and breeding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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