Local focus. Global access.

One relationship. All of UBS.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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Dane Abbott

Senior Vice President–Wealth Management

Dane works closely with tech entrepreneurs, family offices, and entertainment clientele. He provides clients guidance on how best to reduce concentrated equity positions and structure strategic asset allocations that align with personal and family goals. My objective as a trusted advisor is to take a holistic approach incorporating liability management and estate planning, along with tax optimization to provide thoughtful advice and solutions.

Prior to joining UBS, he spent two years with Morgan Stanley. Dane attended Loyola Marymount University, majoring in International Finance and Art History. He is a Los Angeles native and currently resides in Santa Monica with his wife and son.

CA Insurance License 0G63990

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The 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

Professional entertainers
Multi-generational families
Entrepreneurs
Family Offices
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067
  • (310) 772-7039

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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.

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In invested assets globally 
As of 12/31/2022

51 countries

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