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