Financial planning for what you want to accomplish

Oculus

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.

Co-workers in a lobby

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel-McMahon

    Daniel McMahon

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    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 32 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.

        • Wealth Advisor
        709 Westchester Avenue
        4th Floor
        White Plains, NY 10604
      • Brian-Sable

        Brian Sable

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        For more than 18 years, Brian Sable has been combining personalized investment management and ongoing financial planning for his clients. As a member of the McMahon Sable Group, Brian begins each relationship by asking what matters to the families he serves and he never stops asking that question. Brian helps focus on identifying the managers and strategies that he believes can deliver consistent, prudent returns that fit into the clients total financial picture.

        Brian holds the Chartered Retirement Planning Counselor designation by the College for Financial Planning for having completed a rigorous course encompassing pre and post retirement needs, asset management, estate planning and the entire retirement planning process.

            • Chartered Retirement Planning Counselor℠
            • Chartered Retirement Plans Specialist℠
            709 Westchester Avenue
            Suite 400
            White Plains, NY 10604
          • Liam-McCabe-Moran

            Liam Richard McCabe-Moran

            Senior Wealth Strategy Associate

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            • AZ
            • CA
            • CO
            • CT
            • DE
            • FL
            • GA
            • IL
            • KY
            • MA
            • MI
            • NC
            • NJ
            • NY
            • PA
            • TX
            • VA
            • WI

            As part of the financial planning process, Liam works closely with existing and prospective clients to help clarify their objectives and deliver customized solutions designed to pursue  their goals. After gaining a thorough understanding of these goals and a client's tolerance for risk, Liam looks to implement investment strategies tailored to his client's needs. He is passionate about helping clients meet their financial goals and views the planning process as a collaborative experience.

            He has earned the Series 7 and 66 licenses and has more than 8 years experience in the financial services industry. He received a B.S. degree from Manhattan College with a double major in finance and international business studies. While at Manhattan, he also competed for their NCAA Division I men's basketball team where he was named a co-captain his senior year.

              • Manhattan College, B.S. Finance and International Business Studies
              • Corporate Stock Benefit Consultant
              709 Westchester Avenue
              Suite 400
              White Plains, NY 10604
            • Maryann-Johnson

              MaryAnn Johnson

              Client Associate

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                With a focus on relationship management, Maryann is an integral part of the McMahon Sable Group's financial planning process. As the first point of contact for many of our clients,  it is Maryann's responsibility to ensure that each client gets the most from their UBS experience.

                Maryann is responsible for helping with the client administration for McMahon Sable Group. Maryann has more than 30 years experience in the financial services industry. She received a B.S. degree from St. Bonaventure University.

                 

                  • St. Bonaventure University, B.S.
                    709 Westchester Avenue
                    Suite 400
                    White Plains, NY 10604
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                    Cristen Brady

                    Wealth Strategy Associate

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                    • CA
                    • CO
                    • CT
                    • FL
                    • IL
                    • NJ
                    • NY
                    • TX
                    • WI

                     Cristen joined UBS in the Spring of 2016. She prides herself on building strong connections with clients while providing them with excellent service. Her goal is to help make the clients feel secure and organized about their daily and future financial needs. Our process is to assess each client’s situation and to help guide them towards milestones that are most important. Cristen currently holds the Series 7 and Series 63 licenses. Cristen was born and raised in the Woodlawn section of the Bronx. She is extremely involved in her community and volunteers with local events. In her spare time, she enjoys traveling and spending time with family and friends.

                      • Coastal Carolina Univeristy
                        709 Westchester Avenue
                        Suite 400
                        White Plains, NY 10604

                      Defining your priorities. Pursuing what matters.

                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                      Who we work with

                      Who we work with

                      Retirement planning

                      Retirement planning

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                      Investment management

                      What's your vision?

                      We can help you bring your vision to life.

                      Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                      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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