Dan Monahan, CFP®, CPWA®
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Daniel Monahan

Account Vice President

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NE
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SD
  • TX
  • VI
  • WA
  • WI

Daniel Monahan

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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 ubs.com/us/en/designation-disclosures

Daniel Monahan

681 East Lake Street
Wayzata, MN 55391

Email Me

Daniel Monahan

Account Vice President

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NE
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SD
  • TX
  • VI
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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 ubs.com/us/en/designation-disclosures

681 East Lake Street
Wayzata, MN 55391

Email Me

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