Shawna S. Prejean
Shawna is a Founder, Partner, and Director of Operations at Family Office Partners, where she focuses on comprehensive financial planning and client relationship management. She works closely with clients to address complex financial issues, applying wealth management and risk mitigation strategies tailored to their individual goals. Her mission is to simplify clients’ lives by offering integrated solutions that bring clarity to their entire wealth picture.
Prior to her role at Family Office Partners, Shawna held several positions within the Exit Planning and Wealth Consulting Group (EPG) at UBS, where she began her career in financial services in 2001. She continues to collaborate with clients’ broader advisory networks—including attorneys, CPAs, and insurance professionals—to ensure that each financial plan reflects the client’s personal or family philosophy, needs, and long-term objectives.
Recognized as an industry leader:
Forbes Best-in-State Wealth Advisors, 2023, 2024, 20251
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 20251
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024, 20251
The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
1The Forbes rankings are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, compliance records, and assets under management, to rank advisors. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither the advisor nor their firm has paid a fee to Forbes or SHOOK Research in exchange for the ranking, but may have paid for marketing materials or promotional use of the ranking. For more information, please see www.shookresearch.com.