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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
