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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Managing Director–Wealth Management
Daniel McMahon has been earning the trust of his clients with a unified approach to wealth management. As a member of the McMahon Sable Group, Dan serves primarily high net individuals and families with comprehensive wealth planning and asset allocation strategies. Dan has broad experience in investment research and management as well as single stock concentration issues, hedging and trust and estate planning.
With over 37 years' experience in the financial services industry, Dan is FINRA registered and hold Series 7, 9, 10, 63, & 66 securities licenses as well as licenses for life, accident and health insurance and annuities. Dan is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.
CA License #1919972
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Managing Director–Wealth Management
Daniel McMahon has been earning the trust of his clients with a unified approach to wealth management. As a member of the McMahon Sable Group, Dan serves primarily high net individuals and families with comprehensive wealth planning and asset allocation strategies. Dan has broad experience in investment research and management as well as single stock concentration issues, hedging and trust and estate planning.
With over 37 years' experience in the financial services industry, Dan is FINRA registered and hold Series 7, 9, 10, 63, & 66 securities licenses as well as licenses for life, accident and health insurance and annuities. Dan is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.
CA License #1919972
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
