Experience

Daniel began his career in the financial services industry in 1984 with Prudential Insurance as a Life/Annuity agent. Not long afterward he joined the firm known today as Morgan Stanley. During his tenure he served as a Senior Vice President and specialized in Financial and Retirement Planning until 2012 when he joined Raymond James. Daniel joined UBS in its Melville Office in 2024.

Daniel’s practice focuses primarily on tactical asset allocation and investment strategy design utilizing some of the most efficient, cost effective vehicles. He provides this service for both individuals as well as numerous corporations.

One of Daniel’s specialties is in the area of Qualified Retirement Plans. This includes, but is not limited to, Profit Sharing, Defined Benefit, 401K plans, as well as Simple, Traditional, Roth IRAs and IRA Rollovers. He also continues to maintain an in-depth knowledge of Life/Health products, as well Annuities, as part of his comprehensive service.

Daniel supports many charitable organizations, but is probably best recognized for his work with Kiwanis International where he is a past president of the County Seat Kiwanis Club, and was voted Kiwanian Of The Year in 2010 acknowledging his outstanding community service.

For relaxation Daniel enjoys golf, travel, and spending time with family.

Daniel and his wife Joan have three children, and reside in Melville N.Y.

Sophia joined UBS in 2024 as a Client Service Associate. She brings to the team more than 20 years' experience in the financial services industry, which she gained during her tenure as an executive assistant at Citigroup.

Sophia attended Drake Business School, where she earned an executive secretarial certificate. Away from the office, she enjoys spending time with her family, cooking, reading and walking.