Lasting relationships. For all that matters

Scottsdale-Arizona

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Three people sitting in office

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

    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
      • CERTIFIED FINANCIAL PLANNER™
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Danielle Kaczmar

      Danielle Kaczmar

      Branch Office Administrator

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        Danielle joined UBS Financial Services at the Scottsdale location in 2019. She oversees the branch technology and supports branch operations for The Arizona Complex. She ensures that financial advisors and their teams face minimal problems in providing exceptional service to their clients. 

        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 dogs and spending time with family.

          • North Central College, Bachelor's in Psychology
            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

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              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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