A plan for today, tomorrow and generations to come

Young family on beach

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Shawn Bernhard Profile Photo

    Shawn Bernhard, CFP

    Executive Director

    Branch Manager

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    • AZ
    • MA
    • NC

    With over 20 years of wealth management experience, Shawn is an Executive Director and Market Director. She is responsible for leading the UBS Wealth Management business in Arizona.

    As the Market Director, Shawn knows how important it is to provide comprehensive advice, guidance and solutions tailored to each situation. She partners with Financial Advisors and their teams to ensure that they have deep knowledge of our global capabilities to best assist clients and provide an exceptional client experience.

    Shawn is passionate about helping clients and their families improve their lives and create legacies that matter most to them. She understands that significant wealth brings a greater level of complexity to clients and that every client is unique.

    Experience to guide you forward

    Shawn joined UBS in 2008 and has spent the past decade in various leadership roles including Assistant Market Head for the UBS 1285 Headquarters office in New York and Complex Sales Manager in Chicago before assuming the Market Director role in Phoenix, Scottsdale and Tucson. Prior to pursuing a leadership career, Shawn held several roles in the industry including Regional Branch Analyst and Planning Specialist, Financial Advisor and Client Service Associate. Shawn has also worked at Wachovia Securities and Merrill Lynch where she began her career in 1999.

    My professional achievements and education

    Shawn graduated from University of Delaware – Lerner College of Business and Economics and received her B.A. in Business Administration and Marketing. She holds the CERTIFIED FINANCIAL PLANNERTM and maintains her securities licenses for the Series 7, 9, 10, 66 and her life and health insurance licenses.

    Outside the office

    Shawn, her husband Derek and their two dogs, Bella and Luna live in Phoenix. She enjoys golfing, traveling and spending time with family.

      • University of Delaware- Lerner College of Business and Economics, B.A. in Business Administration and Marketing
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Marietta Perkins

      Marietta Perkins

      Authorized Officer

      Admin Manager

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      Marietta is the Administrative Manager for the Phoenix and Scottsdale locations. 

      Marietta graduated from Arizona State University with a degree in Business Communications. Prior to her current role, she was a Business Service Manager with Morgan Stanley.

      Marietta started her Financial career as an Intern with Morgan Stanley during her Junior year of college, then became a Client Service Associate where she obtained her SIE, Series 7 and Series 66. Marietta found her passion for leadership and then became a Team Lead. 

      In her free time, Marietta enjoys traveling, hiking, and spending time with family and friends. 

        • Arizona State University, B.A. in Business Communications
          2575 East Camelback Road
          Suite 900
          Phoenix, AZ 85016
        • Danielle

          Danielle Kaczmar

          Branch Office Administrator

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            Danielle joined UBS Financial Services at the Scottsdale location in 2019. She oversees the technology and supports branch operations for the Scottsdale and Phoenix branches. She ensures that financial advisors and their teams face minimal problems in providing exceptional service to their clients. She performs an essential role on her team by providing client support and meeting all serviceable needs.

            She graduated from North Central College, Naperville, IL, and attained her bachelor’s degree in Psychology and minor in Sociology. 

            Danielle enjoys camping and ATVing in the mountains with her dog, and spending time with family.

              • North Central College, Bachelor's in Psychology
                2575 East Camelback Road
                Suite 900
                Phoenix, AZ 85016

              US banking sector update: Where we are now

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager