Financial planning for what you want to accomplish

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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.

CA License # 1919972

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Wealth Advisor

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• RI
• SC
• TN
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• UT
• VA
• VT
• WA
• WI

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. CA License #1919973

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist℠

• AR
• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• ID
• IL
• KY
• MA
• MI
• NC
• NJ
• NV
• 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

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.