Drelichman Group - UBS Financial Services Inc.

Daniel J. Shannahan is a Vice President of Wealth Management at UBS Financial Services Inc. in Washington, DC, bringing over 36 years of experience as a Financial Advisor. His primary focus is on managing discretionary investment portfolios, utilizing personalized strategies and defined models to help clients achieve their financial objectives. Shannahan emphasizes a highly customized experience through a Strategic Wealth Assessment, collaborating with clients, attorneys, and tax advisors to address all aspects of the planning process. He is also committed to educating the next generation on wealth transfers, ensuring a comprehensive approach to wealth management that incorporates liquidity, longevity, and legacy strategies. Generated from the website

We can help you embrace your financial future

We can help you embrace your financial future