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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Dan has been with UBS Financial Services since 2008 and is a graduate of Columbia University's ACPM® Program, earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 25 years ago. Dan maintains his Series 7, 9, 10, 31, 63, 65, and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors, and has been responsible for the hiring and training of new Financial Advisors. Dan cultivates relationships by designing customized financial strategies for his clients. Dan is passionate about supporting numerous charitable organizations, public services, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis, and squash.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Dan has been with UBS Financial Services since 2008 and is a graduate of Columbia University's ACPM® Program, earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 25 years ago. Dan maintains his Series 7, 9, 10, 31, 63, 65, and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors, and has been responsible for the hiring and training of new Financial Advisors. Dan cultivates relationships by designing customized financial strategies for his clients. Dan is passionate about supporting numerous charitable organizations, public services, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis, and squash.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
