Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Globe

David Shannon

First Vice President

Financial Advisor

David joined the Richmond office of UBS in 2017 as Account Vice President. He has been a Financial Advisor since 2009 working with a select group of families and businesses to develop strategies for managing their wealth.

Working to solve life’s problems has been David's passion since receiving an Engineering degree from Cornell University. David spent 20 years in the manufacturing industry developing innovative products and leading research teams. He prides himself on an ability to fully comprehend clients' long-term objectives and then assist them to structure the steps necessary in pursuit of their goals. David works effectively with families and businesses.

Along with his wife and three daughters, David stays active in Richmond’s school and community programs. He serves as a volunteer running coach with Richmond Sports Backers, and gives time to various community enrichment activities including Junior Achievement’s Finance Park™. David offers a number of educational seminars including: Raising Financially Aware Kids, Financial Planning to Reach Your Goals, Health Care in Retirement, and Understanding Social Security.

David is an Eagle Scout, marathon runner, and patent holder. He looks forward to speaking with you about your financial objectives, then directing you on the pathway to financial freedom.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Engineering degree, Cornell University
951 East Byrd St.
Riverfront Plaza East, Suite 520
Richmond, VA 23219
  • (804) 698-5724

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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