The exceptional family

As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

Private Wealth Management is a division within UBS Financial Services Inc.

Retired couple

Daniel de Varona, CFP, CPWA, CRPC

Senior Vice President–Wealth Management

Dan joined UBS in 2003 as a Financial Advisor and has since developed into a seasoned wealth manager, earning the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Private Wealth Advisor (CPWA®) designations as well as becoming one of a small number of UBS Financial Advisors to be nominated for, and earn, the UBS Wealth Advisor designation.  Through his consultative approach, Dan specializes in advanced planning cases for executives and entrepreneurs with a special emphasis on retirement income strategies and risk management.  His primary talent, however, is his ability to collaborate with other financial professionals and specialists within his network to harness the combined global resources, tools and expertise available to him to develop customized, comprehensive strategies and solutions for his clients.

Dan earned his bachelor’s degree from Michigan State University and resides in Bloomfield Hills, MI where he enjoys spending time with his with his wife, Victoria and their two daughters Maya and Alexandra.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • Michigan State University, College of Social Science, 1996 - 2000
  • Drexel University LeBow College of Business, 2001 - 2003

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Senior Portfolio Manager
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 816-3024

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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

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