Let's move forward. Together.

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.

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Daniel Schurr

Vice President–Wealth Management

Financial Advisor

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, I will work to help you pursue your goals through personalized wealth management strategies.

Registered States:
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12600 Deerfield Parkway
Suite 400
Alpharetta, GA 30004
  • (678) 518-3561

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

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.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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