Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Two women in office

Dan Sklar

Prior to joining UBS in 2015, Dan worked as a Private Client Consultant at Charles Schwab for over 10 years. After graduating from Tufts University in 1998, Dan moved back home to Dallas and has spent the past 18 years as an advisor helping both business owners and retirees navigate their financial future. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments.

Dan has a passion for community involvement and the arts in Dallas. He is also extremely proud of his three children: Ben, Hannah and Sam.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • IL
  • MD
  • MS
  • MT
  • NJ
  • NM
  • OK
  • PA
  • TN
  • TX

Education

  • Tufts University
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0634

Email Me

The Year Ahead - Sustainable Investing

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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