$305 Million Financial Advisor Joins UBS in Providence, Rhode Island
March 14 2023 - 11:48AM
Business Wire
UBS Wealth Management USA today announced that Thomas Sheehan
has joined the firm as a Financial Advisor. Thomas manages more
than $305 million in client assets and has over 22 years of wealth
management industry experience.
Thomas joins the UBS Greater New England Market, managed by
William Cholawa, and is based in the Providence, Rhode Island
office, managed by Ryann Kilgore. His team includes Registered
Client Service Associate Katie Ranney, who provides clients with
day-to-day account service support, including onboarding.
“We’re excited to welcome Tom and Katie to the UBS team as we
continue to grow our business in the Rhode Island Market,” said
Ryann Kilgore, Coastal New England Market Director. “Tom has
displayed a remarkable dedication to helping clients achieve their
goals along with impressive experience that will be a great asset
to our presence in Rhode Island.”
“Tom is well-versed in navigating family dynamics, which is key
when providing clients with a comprehensive plan for the
accumulation, retention and transfer of wealth,” said William
Cholawa, Greater New England Market Head at UBS Wealth Management
USA. “He and Katie are great additions to our team, and we look
forward to having them help us expand our client offering as we
continue to focus on being the firm of choice for clients in the
Rhode Island area.”
With over 22 years of experience working with high-net-worth
families, Thomas employs a comprehensive approach to managing
wealth that begins with getting to know a client and their family,
their financial situation, and what matters most to them. He then
works with his clients to craft a customized plan to meet their
goals, while retaining flexibility to adapt as client needs and
market conditions change. Thomas also believes in being an active
participant in his community, where he volunteers with a number of
organizations. Thomas has the designation of Certified Plan
Fiduciary Advisor and is a graduate of Providence College.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products, and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target 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, 29% in Switzerland, 20% 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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Media: Christina Aquilina Christina.aquilina@ubs.com
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