Senior Vice President–Wealth Management
Financial Advisor
Corinne is a Senior Vice President and Portfolio Manager with UBS Wealth Management. She brings more than 37 years of experience helping individuals and families navigate complex financial decisions across a wide range of market environments.
Prior to joining UBS in 2008, Corinne spent 21 years at Smith Barney, where she served as a Senior Investment Management Consultant. Throughout her career, she has focused on comprehensive wealth management, with an emphasis on portfolio construction, retirement income planning, estate planning strategies, and insurance planning, including life and long-term care coverage.
Corinne's approach is centered or understanding each client's immediate priorities and long-term objectives, and translating those goals into thoughtful, disciplines financial plans designed to evolve over time.
She earned a Bachelor of Science degree in Economics in from the University of Oregon in 1986. Corinne enjoys all aspects of tennis, both playing and coaching, and values spending time traveling with her husband and their two adult children.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Registered Client Associate
Shannon brings over 16 years of experience supporting the complex needs of high-net-worth individuals and families. Prior to joining UBS , she held key roles at Key Bank and Key Investment Services, where she served as a Branch Manager and Associate Financial Advisor.
Shannon is known for her commitment to delivering exceptional client service and building long-term, trusted relationships. She holds her Series 6, 7, 63 and 65 securities licenses, as well as a Washington State Life Insurance Producer License.
Originally from New York, Shannon relocated to the Pacific Northwest in 2018, where she lives with her husband, their two children and their bulldog, Henry. Outside of work, she enjoys traveling, gardening, cooking, and spending time with her family.