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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
Credentials
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.
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
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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