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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
