Senior Vice President–Wealth Management
Daniel F. Marcus is a Senior Vice President and Portfolio Manager serving high net worth individuals through a customized investment process while navigating through the ever-changing financial decisions in their lives. In 2021 he was recognized as a member of the Director's Council.
Dan joined UBS Financial Services in 2001 as a Financial Advisor and with over 31 years of investment experience offers wealth management advice through a customized approach.
He began his professional career as a Certified Public Accountant (CPA) and has worked for the prestigious accounting firm of KPMG. As a CPA, Dan focused on financial, tax, and advisory consulting services.
Dan's first focus is on the establishment of a strong relationship and understandings of the unique aspects for each client's financial situation. He then continues to work closely with clients to develop a comprehensive investment strategy tailored to each individual's needs. Dan's services include portfolio management, asset allocation, the creation of portfolios developed with both research and technical analysis, estate planning, insurance, and lending services.
He is a graduate of University of Maryland where he earned both a Finance and Accounting degree. Currently he is happily married to his wife Patricia, has three children and resides in Washington D.C.
Recognized as an industry leader:
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
Daniel F. Marcus is a Senior Vice President and Portfolio Manager serving high net worth individuals through a customized investment process while navigating through the ever-changing financial decisions in their lives. In 2021 he was recognized as a member of the Director's Council.
Dan joined UBS Financial Services in 2001 as a Financial Advisor and with over 31 years of investment experience offers wealth management advice through a customized approach.
He began his professional career as a Certified Public Accountant (CPA) and has worked for the prestigious accounting firm of KPMG. As a CPA, Dan focused on financial, tax, and advisory consulting services.
Dan's first focus is on the establishment of a strong relationship and understandings of the unique aspects for each client's financial situation. He then continues to work closely with clients to develop a comprehensive investment strategy tailored to each individual's needs. Dan's services include portfolio management, asset allocation, the creation of portfolios developed with both research and technical analysis, estate planning, insurance, and lending services.
He is a graduate of University of Maryland where he earned both a Finance and Accounting degree. Currently he is happily married to his wife Patricia, has three children and resides in Washington D.C.
Recognized as an industry leader:
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 Wealth Strategy Associate
In 2013, Congress had failed to pass the national budget bill on time, and as a result the nonprofit sector I was working in came to a standstill. I decided to look for a new career, but it was hard to find a job in Washington, DC. I talked my way into UBS, emphasizing that I was hardworking and really good with numbers. As it turns out, it was more important that I was good with people.
For the next eight years, I worked as a Client Service Associate on a wealth management team
in Washington, DC, working closely with my advisors to learn the business from the bottom up. I began to realize that we were most successful when we developed close relationships with our clients and were able to create comprehensive financial plans for them.
In 2019, I achieved the CERTIFIED FINANCIAL PLANNER™ designation and began focusing on holistic financial planning for clients. Today, I use my planning skills along with my Series 7 and 66 securities licenses, and my licenses for life, accident, and health insurance and annuity
products to deliver comprehensive planning for clients. So, while my calls may run long and our conversations cover a VERY wide variety of topics, they all lead to uncovering what matters most for clients' financial futures. As Warren Buffet once said, "Someone is sitting in the shade today because someone planted a tree a long time ago."
My bachelor’s degree is in Political Science from the College of Charleston. I live with my husband, Leland, and our dog, Eleanor, in Annapolis, MD
Education
Credentials
Senior Wealth Strategy Associate
In 2013, Congress had failed to pass the national budget bill on time, and as a result the nonprofit sector I was working in came to a standstill. I decided to look for a new career, but it was hard to find a job in Washington, DC. I talked my way into UBS, emphasizing that I was hardworking and really good with numbers. As it turns out, it was more important that I was good with people.
For the next eight years, I worked as a Client Service Associate on a wealth management team
in Washington, DC, working closely with my advisors to learn the business from the bottom up. I began to realize that we were most successful when we developed close relationships with our clients and were able to create comprehensive financial plans for them.
In 2019, I achieved the CERTIFIED FINANCIAL PLANNER™ designation and began focusing on holistic financial planning for clients. Today, I use my planning skills along with my Series 7 and 66 securities licenses, and my licenses for life, accident, and health insurance and annuity
products to deliver comprehensive planning for clients. So, while my calls may run long and our conversations cover a VERY wide variety of topics, they all lead to uncovering what matters most for clients' financial futures. As Warren Buffet once said, "Someone is sitting in the shade today because someone planted a tree a long time ago."
My bachelor’s degree is in Political Science from the College of Charleston. I live with my husband, Leland, and our dog, Eleanor, in Annapolis, MD
Education
Credentials
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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
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
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