Your enduring legacy

Private Wealth Management

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Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

Private Wealth Management is a division within UBS Financial Services Inc.

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Shannon McAllister

Senior Vice President–Wealth Management

Financial Advisor

Shannon employs 20+ years of banking and wealth planning experience to provide financial advice to individuals and business leaders. She is responsible for developing and overseeing every detail of successful client relationships and offers highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

Shannon graduated magna cum laude from Union College with a double major in Mathematics and Managerial Economics, and was elected into Omicron Delta Epsilon, International Honors Society in Economics. Prior to joining the Private Wealth division of UBS/Boston, Shannon served as a Managing Director at First Republic, Private Banker and team lead at JPMorgan, and as a Wealth Advisor at Athena Capital LLC and The RINET Company, both independent multi-family offices, and began her career as a Financial Advisor with Ayco / Goldman Sachs in New York.

Shannon was Vice Chair of the USGA US Open 2022. She is an active fundraiser and advocate for the Brookline Community Foundation PAC, the Ireland Funds, the Esplanade Association, Girls on the Run, American Cancer Society, Newton Girls Soccer, and is involved with the Boston Estate Planning Council, CREW, NAIOP, and REFA among other professional associations.

Shannon holds current NASD Series 7 and 63 licenses.

Shannon is an avid golfer and pickle player, and enjoys running, yoga and time with family.

Registered States:
  • 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
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
One Post Office Sq.
35th Floor
Boston, MA 02109
  • (617) 247-6352

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UBS and Credit Suisse—stronger than ever


Inspiring connections

Guiding founders and business owners

Guiding founders and business owners

UBS Private Wealth Management

You. Connected.

There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.

  • Dreamers and doers
  • Intellects and experts
  • Planners and practitioners
They inform our thinking, fuel our ambitions and help us invest for a better world. And they’re here.

You. Connected.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager