Shannon McLaughlin
Executive Director, Private Wealth Services
Shannon is an accomplished client relationship executive, bringing extensive experience serving ultra-high-net-worth individuals and families in a multi-family office environment. With a career spanning over 25 years in the financial services industry, she has developed a deep understanding of the sophisticated needs of UHNW clients, including multi-generational wealth planning, investment strategy, and bespoke financial solutions.
Before joining Americana Partners, Shannon held senior roles in operations, compliance and client management. Her expertise was shaped by her tenure at a leading multi-family office, where she provided tailored solutions across investment management, estate planning, philanthropic strategy, intergenerational wealth transfer, restricted/control stock strategies, and lending & private banking solutions.
She brings deep expertise in both client advisory and supervisory roles, with a proven ability to navigate complex regulatory environments. Her skill set supports exceptional client service and thoughtful strategic oversight.
Shannon is recognized for her discretion, relationship-building skills, and commitment to long-term client success.
