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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Vice President–Wealth Management
Daniel Russo joins UBS as a Vice President - Wealth Management and Financial Advisor.
Dan helps executives, families and successful business owners pursue their financial goals. He seeks to form long-term client relationships based on trust, dependability and superior service. Dan began his career in 1998 working for Merrill Lynch on the floor of the New York Stock Exchange. He re-joined Merrill in 2009. Dan has an MBA from New York University and a bachelor’s degree from the University of Michigan. Daniel holds the CERTIFIED FINANCIAL PLANNER™ certification. He grew up in New York City and currently lives in New Jersey with his wife and three children.
Vice President–Wealth Management
Daniel Russo joins UBS as a Vice President - Wealth Management and Financial Advisor.
Dan helps executives, families and successful business owners pursue their financial goals. He seeks to form long-term client relationships based on trust, dependability and superior service. Dan began his career in 1998 working for Merrill Lynch on the floor of the New York Stock Exchange. He re-joined Merrill in 2009. Dan has an MBA from New York University and a bachelor’s degree from the University of Michigan. Daniel holds the CERTIFIED FINANCIAL PLANNER™ certification. He grew up in New York City and currently lives in New Jersey with his wife and three children.
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
