Let's move forward. Together.

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As a Senior Portfolio Manager and Retirement Plan Consultant, Sharon takes a comprehensive, goals-based approach to wealth management. She works closely with clients to develop customized strategies that align their investments with what matters most to them, whether that is preparing for retirement, generating sustainable income, preserving wealth, planning for future generations, or navigating major life transitions.

Known for her relationship-driven approach, Sharon believes that successful wealth management begins with understanding each client's unique goals, values, and concerns. She collaborates with clients and their trusted professionals, including CPAs and attorneys, to help ensure that investment, tax, retirement, and estate planning strategies work together cohesively.

Sharon's investment philosophy is centered on disciplined portfolio management, risk awareness, and long-term growth. Her goal is to help clients protect what they have built, participate in market opportunities, and remain focused on achieving their long-term objectives through changing market environments.

In recognition of her commitment to client service and professional excellence, Sharon has been named a Forbes Best-in-State Wealth Advisor. She holds the CERTIFIED FINANCIAL PLANNER® certification and maintains FINRA Series 7 and Series 66 licenses, as well as a Life and Health Insurance License.

Away from the office, Sharon enjoys spending time with her family in Granby, Connecticut. She and her husband enjoy hiking in the Adirondacks, golfing, cross-country skiing, and spending time with their children and grandchildren. Sharon is also passionate about music and enjoys singing whenever she has the opportunity.

California insurance license #4334331

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Senior Portfolio Manager
• Senior Vice President - Wealth Management
• CERTIFIED FINANCIAL PLANNER

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NY
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV

Jordanna Fallon is a Financial Advisor based in the Hartford, Connecticut area, where she partners with individuals and families to navigate complex financial decisions and build personalized wealth management strategies. At UBS, she plays an active role in delivering comprehensive wealth management solutions and supporting client relationships, helping clients align their financial decisions with their long-term goals. She is passionate about helping clients feel confident and in control of their financial futures.

Jordanna brings a well-rounded background in financial services, with experience spanning financial planning, client relationship management, and operational leadership. Prior to joining UBS, she held a role at Johnson Brunetti Retirement & Investment Specialists, where she supported client service and gained valuable experience in the wealth management industry. She later served as Director of Finance & Administration at Interval House, where she developed her expertise in financial oversight, strategic planning, and mission-driven service.

Jordanna believes that effective financial advice begins with a deep understanding of each client’s priorities, values, and goals. She focuses on helping clients simplify complexity, gain clarity, and move forward with confidence. Her approach is grounded in long-term relationships and thoughtful, adaptable planning, with a commitment to clear communication and steady support. She is particularly passionate about helping women feel empowered, informed, and confident in their financial decision-making.

She earned both her Bachelor of Science in Accounting and a Master of Science in Leadership and Negotiation from Bay Path University. With more than a decade of industry experience, Jordanna is dedicated to helping clients make informed decisions and achieve lasting financial well-being.

Outside of her professional work, Jordanna enjoys spending time with her husband, Mike, and their three children, Dylan, Taylor, and Casey. She values staying connected to her community and maintaining a balanced, active lifestyle.

• Baypath University, Master's Leadership & Negotiation
• Baypath University, Bachelor's in Accounting

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IL
• IN
• KY
• MA
• MD
• ME
• MI
• NC
• NH
• NJ
• NY
• PA
• RI
• SC
• TN
• TX
• VA
• VT
• WA
• WV

Garrett is a Wealth Strategy professional dedicated to helping individuals, families, and business owners navigate complex financial decisions with confidence. With experience spanning wealth management, financial planning, investment strategy, and client relationship management, he works closely with clients to develop personalized strategies designed to align with their long-term goals.

Throughout his career, Garrett has worked with leading wealth management firms, including UBS Financial Services and Fisher Investments, where he supported clients in building comprehensive financial plans and implementing investment strategies tailored to their unique objectives. In his current role, he also assists in the management of discretionary portfolio strategies, helping oversee investment solutions designed to meet a wide range of client needs.

Garrett began his career as an intern with UBS in Hartford, Connecticut, where he developed an early passion for financial planning and wealth management. He earned a Bachelor of Science in Finance from Providence College, building a strong foundation in investment analysis, portfolio management, and financial markets.

Known for his thoughtful, client-first approach, Garrett is committed to helping clients make informed decisions while building lasting relationships based on trust, transparency, and personalized service.

Garrett resides in Tampa, Florida. Outside of work, he enjoys staying active, golfing, traveling, and exploring new restaurants.

Joann Fenty is a Client Associate with The Alleman Wealth Management Group at UBS in Hartford, Connecticut, where she plays a key role in supporting both clients and advisors in delivering a seamless wealth management experience.

Joann is known for her client-first mindset and her ability to build strong, meaningful relationships. She is a highly collaborative team member who brings a positive, solutions-oriented approach to her work. She is passionate about helping others and strives to create a welcoming, supportive experience for every client she interacts with. 

With more than three decades of professional experience prior to joining UBS, Joann developed a strong foundation in client service, operations, and relationship management. Her attention to detail and organizational skills help ensure that client needs are handled efficiently, thoughtfully, and with care. 

Joann takes pride in being a positive presence both in the office and in the community. She values teamwork, communication, and creating meaningful connections, and she brings that philosophy into every interaction.

JoAnn enjoys dancing, travelling, cooking and entertaining and lives with her special rescue Sophie. Her son Brian and his family live in London and she absolutely adores visiting them! 

Abigail has been a dedicated member of UBS Financial Services since 2009, bringing more than 30 years of experience in the financial services industry. As a Senior Client Service Associate, she plays a key role in client account administration, workflow coordination, and fostering strong client relationships through service and attention to detail. Abigail is known for her commitment to supporting both her team and clients with professionalism and care. Outside of work, she enjoys spending time with her three dachshunds-Annabelle, Emma, and Lucy-and is an avid gardener, DIY enthusiast, and passionate about home improvement projects.