UBS Advisor Sherry Dewane Earns Designation for Advising Clients in the Sports and Entertainment Industries

Rhea-AI Summary

UBS Wealth Management USA has announced that Sherry Dewane, a Financial Advisor in Los Angeles, has earned the Athletes and Entertainers Consultant (AEC) designation. With over 25 years in financial services, Dewane specializes in advising entertainers and athletes. UBS, which launched its Athletes and Entertainers Strategic Client Segment in 2019, provides tailored financial advice through trained advisors. Dewane is one of only 30 advisors in the U.S. to hold this designation, underscoring her expertise in navigating complex financial situations for high-net-worth clients.

Positive

• Sherry Dewane earns the AEC designation, enhancing UBS's expertise in athlete and entertainer financial management.
• UBS's Athletes and Entertainers Strategic Client Segment has expanded since its launch in 2019, indicating growth potential.
• Dewane's extensive experience since 1997 contributes to robust client relationships and customized financial solutions.

Negative

• None.

LOS ANGELES--(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).

© UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

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Pat Burek | Financial Profiles

pburek@finprofiles.com

https://www.ubs.com

Source: UBS Wealth Management USA

FAQ

What is the AEC designation earned by Sherry Dewane at UBS?

The AEC designation is for financial advisors specializing in serving athletes and entertainers, requiring significant experience and training.

How many advisors at UBS hold the AEC designation?

Only 30 advisors at UBS in the U.S. have received the Athletes and Entertainers Consultant (AEC) designation.

What services does UBS provide to athletes and entertainers?

UBS offers holistic financial advice tailored to the unique needs of clients in the sports and entertainment industries.

When was the Athletes and Entertainers Strategic Client Segment launched at UBS?

The Athletes and Entertainers Strategic Client Segment was launched by UBS in 2019.

Who leads UBS's Athletes and Entertainers Strategic Client Segment?

The segment is led by Adewale Ogunleye, a former professional football player.