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.

Get started on your financial plan

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.

Shannon Toner

Financial Advisor
View bio
- 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

Shannon Toner

Financial Advisor
View bio
- 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

Our Process

No one wants to outlive their money.
But you also don’t want to live with untapped potential.

A wasted resource is one that simply isn’t used. One of the things we pride ourselves on is helping our clients not only take care of their loved ones now and later, but recognize their potential for impact and influence through charitable giving and fueling causes aligned with the causes they’re most passionate about.

Your life, wealth and future. UBS Wealth Way

How can we help you pursue your goals? Our advice focuses on three key strategies: Liquidity. Longevity. Legacy. It’s called UBS Wealth Way, and we can help you explore, clarify and pursue your financial goals. Working together with you, we can help you plan for life today and beyond.

Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

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.

Learn more

Backed by the strength of UBS

A global leader in wealth management

Global Equity Research

Institutional Investor, 2021 Global Rankings

Most
Innovative

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

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