The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Library

Daniel Richard Adams Jr.

Financial Advisor

California Insurance License #2099520

Before joining UBS, Dan spent seven years working for investment management firms helping financial advisors with asset allocation and risk management solutions. He chose to become a financial advisor to have a greater impact helping individuals and families reach their financial goals. The foundation of his work is rooted in the philosophy that clients deserve honesty, competency, and respect. Having helped hundreds of financial advisors in his previous roles, he's learned what differentiates elite financial advisors and can confidently say that Adams Wealth Management provides world-class service, sound advice, and strong financial guidance.

 

Dan is a graduate of East Lyme High School and Clemson University.  He lives in Old Lyme with his wife Jillian and son Weston.

 

 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WI
2 Union Plaza
New London, CT 06320
  • (860) 437-2028

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

Insights