Family. Wealth. For generations

Family photos on shelf

Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.

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

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Dan Filippi, CTFA

Senior Vice President–Wealth Management

Certified Trust and Financial Advisor

 

Foundational Private Wealth

“I feel strongly that financial wealth creates a foundation to empower wealth in all areas of life, and I and my team are focused on helping each client achieve this.”

 ABOUT

Dan, as part of the Foundational Private Wealth team, understands that with great wealth comes great responsibility—and that wealthy families deserve advice and guidance that will empower them to deploy theirs effectively for generations to come. Dan and his team focus on helping clients nurture and grow their wealth in ways that positively impact what is most important to them, whether family, business, health or causes that matter most.

Dan brings to his clients, decades of experience working with wealthy families as well as a background in tax and estate planning. Having seen first-hand how great wealth can either empower or impact a family, Dan and his team focus on working closely with each family to empower them, with a comprehensive plan that will help ensure that they can enjoy their wealth for years to come. By focusing on a small number of clients, he and his team are proud to maintain personal and meaningful relationships with the families they serve, relationships that are grounded in open, honest, and thoughtful communication.

Dan is married to Shelly, his wife and partner in life and has two daughters, Sofia, and Fiona.

He and his family love spending time outdoors, wake surfing and paddle boarding on Lake Travis, near Austin. Dan also enjoys playing guitar, camping, mountain biking, travel, and yoga.

Dan is actively involved in Sigma Chi fraternity alumni groups.

Registered States:
  • CA
  • FL
  • MI
  • TX

Education

  • B.S., Business Management and Political Science, San Diego State University
  • Series 7 and 66 securities license and life insurance license

Credentials

  • Certified Trust and Financial Advisor
98 San Jacinto
Suite 600
Austin, TX 78701
  • (512) 479-5217

Email Me

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Who we work with

Who we work with

Multigenerational planning

Multigenerational planning

A team approach

A team approach

Backed by the strength of UBS

A global leader in wealth management

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

Global leader

UBS is a world-leading wealth manager

$2.8 trillion

In invested assets globally 
As of 06/30/2022