Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Whether you’re looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.

“Collaboration is the key to helping our clients achieve what matters most to them.”

— Daniel Gurian

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Daniel Gurian, CFP®, CPWA®

Senior Vice President–Wealth Management

In 1996, Dan began his career in the investment community after obtaining his BS/BA from Boston University's School of Management. He joined UBS in 2001. In 2010, he earned the firm's Senior Portfolio Manager title followed by the Investment Management Consultants Association's CPWA® designation, an advanced credential created specifically for wealth managers who work with high-net-worth clients. In 2021, Dan earned his Certified Financial Planner (CFP®) certification.  In 2013, Dan was recognized as one of Boston Business Journal's "Top 40 Under 40". This award is given every year to celebrate greater Boston's up and coming business leaders and community supporters under the age of 40. Dan was chosen out of over 400 nominations by a panel of editors based on his influence on local business, industry and philanthropy efforts.

 

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VT
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. and B.A., Boston University

Credentials

  • Senior Portfolio Manager
  • Private Wealth Advisor
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8505

Email Me

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Long-term care planning

Long-term care planning

Our Process

Our Process

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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