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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 financial advisors and can confidently say that Adams Wealth Management strives to provide excellent service, 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 financial advisors and can confidently say that Adams Wealth Management strives to provide excellent service, 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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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