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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
Education
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.
Education
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.
$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
