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.

Boardwalk ocean

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
  • DE
  • FL
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

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

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

Email Me

Why does A.I. in space matter?

ElectionWatch: The race, world, and investments

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights