Meghan O Shaughnessy
About Meghan O Shaughnessy
Meghan O'Shaughnessy is an Authorized Officer and Senior Wealth Strategy Associate at UBS, specializing in wealth strategy for high-net-worth clients. She has over a decade of experience in the financial services industry, having previously worked at J.P. Morgan and UBS.
Current Role at UBS
Meghan O Shaughnessy serves as an Authorized Officer and Senior Wealth Strategy Associate at UBS, a position she has held since 2021. In this role, she focuses on wealth strategy, specifically developing financial plans tailored for high-net-worth clients. Her expertise allows her to navigate complex financial landscapes and provide strategic advice to clients, ensuring their financial goals are met.
Previous Experience at UBS
Prior to her current role, Meghan O Shaughnessy worked at UBS Wealth Management as a Registered Client Service Associate from 2009 to 2011. During her two years in this position, she gained valuable experience in client service and support, which laid the foundation for her subsequent career in wealth strategy.
Experience at J.P. Morgan
Meghan O Shaughnessy also has experience at J.P. Morgan, where she served as a Registered Client Associate from 2011 to 2013. This role further developed her skills in client relations and financial services, contributing to her overall expertise in the industry.
Education and Expertise
Meghan O Shaughnessy studied at the University of South Carolina - The Moore School of Business, where she earned a Bachelor’s degree in Marketing, Finance, and Public Relations from 2005 to 2009. Her educational background supports her professional expertise in wealth strategy and financial planning.
Licenses and Certifications
Meghan O Shaughnessy holds both Series 7 and Series 66 licenses. These certifications demonstrate her proficiency in general securities and investment advisory services, enhancing her capability to serve high-net-worth clients effectively.