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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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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.
Education
Credentials
Lets connect
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
51 countries
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