Shannon McLaughlin brings over three decades of experience in wealth management, most recently serving ultra high net worth families in Beverly Hills, California. After spending 30 years building a life and career in Los Angeles, she recently relocated to Arizona with her family.
For the past 16 years, Shannon worked closely with a dedicated team running a multi-family office, providing highly personalized advisory services tailored to the unique complexities of generational wealth. Her team transitioned from Merrill Lynch’s Private Banking and Investment Group (PBIG) to establish an independent RIA in 2017, deepening their ability to deliver customized, client-centric solutions.
Shannon is passionate about helping families build sustainable, multi-generational legacies. Her deep client relationships and steadfast commitment to fiduciary excellence have long been the cornerstone of her approach. She looks forward to continuing this work in collaboration with the Ashton Thomas team.
Outside of the office, Shannon enjoys reading, gardening, and staying active through running and CrossFit. She has volunteered with organizations such as Habitat for Humanity and A Better LA, and is excited to engage with new philanthropic opportunities in the Phoenix community.