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At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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[PWM] Multigenerational family going for walk

Dayna Moser

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- FL
- IL
- MI
- MT
- NY
- PA
- TX
- WA
As a former strategy consultant at Deloitte Consulting serving their Fortune 500 client base; I realized I was passionate about assisting and advising clients on meeting their goals through strategic thought processes. I enjoy helping people and family groups navigate this journey of prioritized decision making and ultimately find gratification in helping them reach their personal goals.

With 18 years of experience serving clients in financial services I have developed a consultative and collaborative approach to serving the unique needs of ultra-high net worth individuals and families. This approach helps uncover their goals. I immediately take a high-level viewpoint of the situation and then analyze the current situation in a methodical and structured manner. I treat everyone in the family group as an individual and listen to each person and their unique viewpoint. I assist business owners on pre-sale transaction planning, design and facilitate family meetings, plan for philanthropic giving through private foundations and donor advised funds as well as through community foundations. I advise corporate executives on how to hedge, monetize and diversify their single stock positions. I have experience partnering with lending teams to structure borrowing facilities to meet the needs and objectives of the investment or purchase. I have extensive experience collaborating with tax, legal and other personal advisors to create a comprehensive wealth plan for individuals and families.

As an athlete who has trained and completed more than two dozen endurance events including marathons, and triathlons, I have a track record of high achievement. I believe the concept of strategic training carries over into my professional life with a track record of longstanding client relationships both demonstrating high investment performance and high levels of client service. I have been happily married to my spouse, Joe, for 16 years and enjoy spending time with our two children.
100 Crescent Court
Dallas, TX 75201

dayna.moser@ubs.com

Dayna Moser

100 Crescent Court,Dallas,TX,75201

Dayna Moser

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- FL
- IL
- MI
- MT
- NY
- PA
- TX
- WA
As a former strategy consultant at Deloitte Consulting serving their Fortune 500 client base; I realized I was passionate about assisting and advising clients on meeting their goals through strategic thought processes. I enjoy helping people and family groups navigate this journey of prioritized decision making and ultimately find gratification in helping them reach their personal goals.

With 18 years of experience serving clients in financial services I have developed a consultative and collaborative approach to serving the unique needs of ultra-high net worth individuals and families. This approach helps uncover their goals. I immediately take a high-level viewpoint of the situation and then analyze the current situation in a methodical and structured manner. I treat everyone in the family group as an individual and listen to each person and their unique viewpoint. I assist business owners on pre-sale transaction planning, design and facilitate family meetings, plan for philanthropic giving through private foundations and donor advised funds as well as through community foundations. I advise corporate executives on how to hedge, monetize and diversify their single stock positions. I have experience partnering with lending teams to structure borrowing facilities to meet the needs and objectives of the investment or purchase. I have extensive experience collaborating with tax, legal and other personal advisors to create a comprehensive wealth plan for individuals and families.

As an athlete who has trained and completed more than two dozen endurance events including marathons, and triathlons, I have a track record of high achievement. I believe the concept of strategic training carries over into my professional life with a track record of longstanding client relationships both demonstrating high investment performance and high levels of client service. I have been happily married to my spouse, Joe, for 16 years and enjoy spending time with our two children.
100 Crescent Court
Dallas, TX 75201

dayna.moser@ubs.com

Dayna Moser

100 Crescent Court,Dallas,TX,75201

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By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

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

More than 160 years

offering financial advice

Purpose. Passion. Performance.

Dayna Moser