The right moves for your financial future

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.

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Dan Monahan, CFP®, CPWA®

Financial Advisor

Dan joined UBS in the fall of 2015 to help bring financial planning services to our clients. He is our main point of contact on the wealth management team. Dan works with our clients from a comprehensive approach to help design custom portfolios based on our client's individual needs. He plays an integral role in this process by gathering client information, finding solutions, developing and presenting their plan. Financial planning is not an afterthought, but rather, a key part of how we work with clients.  This gives a purpose and focus for what can be accomplished with capital. Once the financial plan is established, Dan continues to work with our clients to ensure they are meeting the goals of their financial plans.

Dan has been in the financial services industry since 2009 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as the Certified Private Wealth Advisor (CPWA®) and Charter Retirement Planning Counselor (CRPC®) designations. Through his immense education and hands on work experience, Dan has the knowledge and skills to help clients with all of their financial planning questions and concerns.

Dan and his family live in Carver, MN. Outside of the office you can typically find Dan out on the golf course. 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • ME
  • MI
  • MN
  • MS
  • MT
  • ND
  • NM
  • NY
  • OK
  • OR
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Wealth Management Theory and Practice, Yale School of Management
  • Financial Planning, Boston University
  • Minnesota State University Mankato

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Certified Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Executive compensation
Retirement planning
Custom portfolios
Securities-backed lending
Alternative investments
Philanthropy
80 South 8th Street
Suite 2900
Minneapolis, MN 55402
  • (612) 303-5971

Email Me

Dan Monahan, CFP®, CPWA® is also part of:
Twin Cities Wealth Management

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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    Daniel Monahan

    Account Vice President

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • ME
    • MI
    • MN
    • MS
    • MT
    • ND
    • NM
    • NY
    • OK
    • OR
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

          80 South 8th Street
          Suite 2900
          Minneapolis, MN 55402
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          Matt Cronin

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

                80 South 8th Street
                Suite 2900
                Minneapolis, MN 55402
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                Jack Healy

                Client Associate

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                • AZ
                • CA
                • CO
                • FL
                • IA
                • IL
                • MI
                • MN
                • MO
                • NC
                • NM
                • NY
                • RI
                • SD
                • TN
                • TX
                • WA
                • WI

                      80 South 8th Street
                      Suite 2900
                      Minneapolis, MN 55402
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                      Bill Meyer

                      Vice President–Wealth Management

                      Financial Advisor

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                      • AZ
                      • CA
                      • CO
                      • DC
                      • FL
                      • GA
                      • IA
                      • IN
                      • KS
                      • KY
                      • ME
                      • MI
                      • MN
                      • MO
                      • ND
                      • NM
                      • NY
                      • OK
                      • OR
                      • SC
                      • TN
                      • TX
                      • VA
                      • WA
                      • WI

                            80 South 8th Street
                            Suite 2900
                            Minneapolis, MN 55402
                          Investment management

                          Investment management

                          Retirement planning

                          Retirement planning

                          A team approach

                          A team approach

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