Financial Advisor
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.
Let's connect
Financial Advisor
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.
Let's connect
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
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
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