UBS Advisor Sherry Dewane Earns Designation for Advising Clients in the Sports and Entertainment Industries
May 10 2022 - 9:00AM
Business Wire
UBS Wealth Management USA announced today that Sherry Dewane, a
Financial Advisor in the firm’s Los Angeles Market, has earned the
Athletes and Entertainers Consultant (“AEC”) designation at
UBS.
Sherry is a designated Certified Financial Planner (CFP®) and
has more than 25 years of financial services experience. She has
worked with entertainers and athletes since 1997, providing
comprehensive financial advice, tailored to the unique needs of
each client. She has served ultra-high net worth families, business
management firms, law firms, agencies and other
entertainment-related businesses.
“I have assisted high-income earners in these industries with
the complexity of their finances for many years and it’s an honor
to earn this important designation,” said Sherry. “UBS, through its
Athletes and Entertainers Strategic Client Segment, has built an
amazing platform composed of financial advisors that have a deep
understanding of the sports and entertainment industries, which
allows us to customize our products and services to the needs of
each individual.”
UBS launched its Athletes and Entertainers Strategic Client
Segment in 2019, to provide holistic financial advice and guidance
to clients across sports and entertainment industries. The segment
is led by former professional football player, Adewale (“Wale”)
Ogunleye, who works to deliver the best advice and guidance the
firm has to offer to athletes and entertainers through a select
group of Financial Advisors dedicated to serving their complex and
unique needs. Sherry is one of 30 advisors at the firm in the US to
receive the AEC designation.
“We are amidst an exciting and pivotal time in sports and
entertainment, so it’s crucial that seasoned and focused experts
like Sherry help athletes and entertainers navigate the unknowns
and intricate challenges that come with being a professional
athlete,” said Wale. “It’s great that Sherry has received her AEC
Designation. The value and insight she’s provided over the years to
professional athletes and entertainers alongside her understanding
of the industry, will be extremely beneficial to our clients.”
UBS advisors with the AEC designation meet specific requirements
including depth of experience advising clients in the sports and
entertainment industries, a commitment to serve the athlete or
entertainer in a way that meets him or her “where they are,” as
well as an extensive training program which covers everything from
the atypical income streams of these clients to potentially special
financial planning circumstances they may have.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending, and institutional
and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
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Pat Burek | Financial Profiles pburek@finprofiles.com
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