Shauna Sheree Barrier

Employer firm

Venture Visionary Partners LLC CRD 304237

$5.24B regulatory AUM 101 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 05/2026
  Ubs Financial Services Inc.
  Bonita Springs, FL
• 07/2018 → 08/2019
  Suntrust Bank
  Fort Lauderdale, FL
• 12/2005 → 05/2018
  Renasant Bank
  Cumming, GA
• 05/2026 → Present
  Venture Visionary Partners Llc
  Sylvania, OH

Previous Registrations

• 2020-11-10 → 2026-05-12
  Ubs Financial Services Inc.
  Bonita Springs, FL
  Fort Myers, FL

Other Businesses

1) 9/2024 Good Ole Boys LLC / Owner / Property Rental / 357 Steele Rd SE Meadville, MS 39653 / Non- Investment Related / Approximately 0- 1 hour/month, 0 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2020-11-09