Let's move forward. Together.

Our team prides itself on being both large and small: large enough to leverage the global resources and capabilities of UBS Financial Services; small enough to deliver the intimacy and customization deserved by multiple generations of clients.

Our client base is diverse. Whatever the source of their wealth, clients are drawn to our team because of our experience, knowledge, and responsiveness. We maintain strong, long-term relationships with clients who appreciate our analytical investment approach and high level of personalized service.

Daniel McMahon

Managing Director–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • 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.

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

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

Email Me

Brian Sable

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • 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.

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

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

Email Me

Liam Richard McCabe-Moran

Senior Wealth Strategy Associate

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • KY
  • MA
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA
  • WI

Education

  • Manhattan College, B.S. Finance and International Business Studies

Credentials

  • Corporate Stock Benefit Consultant
709 Westchester Avenue
Suite 400
White Plains, NY 10604

Email Me

MaryAnn Johnson

Client Associate

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.

 

Education

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

Email Me

Cristen Brady

Wealth Strategy Associate

 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.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • NC
  • NJ
  • NY
  • PA
  • TX
  • WI

Education

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

Email Me