A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Daniel Ladner, CPM

Senior Vice President–Wealth Management

Financial Advisor

Dan has been with UBS Financial Services Inc. 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 20 years ago. Dan maintains his series 7, 9,10, 65, 63, 31 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 has thrived to set goals and build relationships by focusing on designing customized planning strategies for his clients. Dan's passions include supporting numerous charitable organizations, public service, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis and squash.

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

Credentials

  • Certified Portfolio Manager®
1251 Avenue of Americas
2nd Floor
New York, NY 10020
  • (212) 626-8760

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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 ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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