How can you pursue what matters most?

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.

Architect at drawing table

Daniel Ladner, CPM

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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


  • Certified Portfolio Manager®
299 Park Avenue
New York, NY 10171
  • (212) 626-8760

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

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

Backed by the strength of UBS

A global leader in wealth management

$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