Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Daniel Berger

Senior Vice President–Wealth Management

I have over 30 years of experience in the financial services industry. I received my Bachelor's Degree from the University of Missouri, Columbia and also earned an MBA from Mizzou. My wife Cindy and I are blessed with 5 sons and am very active in coaching youth hockey. I reside in University City, Missouri and am very active in the community.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA
  • WI

Education

  • Bachelor's Degree , University of Missouri, Columbia
  • MBA, Mizzou
8027 Forsyth Boulevard
10th Floor / Suite 1010
Clayton, MO 63105
  • (314) 746-4101

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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