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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
