The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Mature woman on laptop

Daniel Benjamin Ramer

Senior Vice President–Wealth Management

Financial Advisor

A 23-year veteran of the financial services industry, Daniel Ramer has broad experience in financial planning and analysis, retirement planning, and fixed income markets. He began his career with Ryan Beck in 1992 as a municipal bond specialist. By the time his firm had been acquired by Stifel Financial Corporation in 2007, Dan had gained valuable expertise in regional bank equities, municipal and corporate bonds, annuities and preferred securities. He moved his practice to UBS in 2013.

With a commitment to thorough analysis and a prudent approach to investing, Dan has made retirement income the cornerstone of his practice. By collaborating with clients and their other professional advisors, he helps generate and manage income in retirement and helps reduce the tax impact on his clients’ estates. He has earned the Series 7, 24, 63 and 65 securities licenses and is life and health insurance-licensed in the states of New Jersey, New York, Florida, Pennsylvania, Maryland and Massachusetts.

Dan earned a B.A. in economics from Brandeis University. Dan has three children, Talia, Avi and Oren and is active within his synagogue, his children’s school and The Metropolitan New Jersey Jewish Federation, having served on the boards of several agencies. A lifelong Yankees and Giants fan, Dan also enjoys tennis, skiing and reading anything related to the economy and the stock market.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.A. Economics, Brandeis University

Credentials

  • Portfolio Manager
109 North Avenue
2nd Floor
Westfield, NJ 07090
  • (908) 789-3171

Email Me

Selecting retirement savings plans

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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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