About Shannon

Shannon Calhoun is a Vice President with J.P. Morgan Wealth Management. As a member of Elaine Meyers' wealth management group, she provides service and support to ultra-high-net-worth clients with sophisticated investment and complex wealth management needs. Shannon's responsibilities include liaising with various departments and lines of business across the firm to address client inquiries, and to maintain the highest levels of customized service and attention. Shannon recognizes the critical nature of her forward-facing role, and works diligently to consistently deliver an excellent client experience.

With 17 years of experience in financial services, Shannon spent much of her career at UBS, serving in various advisory and field management capacities. In 2007, she helped launch the UBS Private Wealth Management (PWM) initiative, opening the Los Angeles PWM office. In 2010, she moved to the San Francisco PWM office to assist in further expanding its footprint in the Seattle and Salt Lake City markets. She earned her B.A. from Georgetown University. She holds FINRA Series 7, 66, 9 and 10 licenses, and the California Life Insurance license.

Active in the running and cycling communities, Shannon participates in mountain trail racing, mentors new runners, and volunteers at various races and events. She is an active supporter of She Jumps, an organization committed to increasing the participation of women and girls in outdoor activities. Shannon also supports Boxer Rescue Los Angeles, a dog rescue dedicated to saving and adopting Boxers across Southern California. She lives in San Francisco, and in her free time enjoys painting, live music and discovering craft food.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.