Financial planning tailored to your goals

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

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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.

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    Shannon Toner

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT

    Shannon began her career as an advisor in 2019 at Merrill Lynch before joining UBS. She
    critically weighs the best options for her clients, taking the time to
    discuss goals as well as concerns, and strives to deliver a service beyond
    the essentials. Shannon believes the greatest results are produced using a
    collaborative approach, executed through ongoing communication and
    active participation, to build a long-lasting relationship. 

    Shannon graduated from the University of Massachusetts, Amherst with a degree in Economics and minor in Psychology. Prior to entering the financial services industry, she assisted in the start-up of a family-owned real estate company where she worked as a sales agent and developed the rental division. Outside of work, she enjoys traveling, having visited 30 countries and counting, spending extensive time working in Asia. Shannon resides in Downtown Boston with her dog, Nadine. 

          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109

        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.

        Goals-based planning

        Goals-based planning

        Our Process

        Our Process

        Your life, wealth and future. UBS Wealth Way

        Sustainability matters

        Seek returns and drive change through sustainable investing

        Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

        Backed by the strength of UBS

        A global leader in wealth management


        Global Equity Research 

        Institutional Investor, 2021 Global Rankings


        Bank for IPO and Equity Raising 
        The Banker, Investment Banking Awards, 2020

        World's best bank

        for wealth management

        Euromoney Award for Excellence, 2020-2022