6+ billion
Assets under management
At Gatestone Financial Partners, you and your best interests are at the center of everything we do. We built our team with purpose to combine diverse talents and capabilities, all with the commitment toward helping Gatestone clients pursue their most important goals. For more than 20 years, we have advised our clients through every type of investment environment, however challenging.
Advice across generations
Just as our clients and their families have multigenerational needs and goals, our team is multigenerational. With Gatestone, you and your family can be a client for life. Our comprehensive financial planning approach, decades of experience and access to global resources allow us to guide clients confidently along their unique paths forward.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
Daniel Kilmurray and Craig Dunton are among a select group of Private Wealth Advisors who have earned the UBS business designation of Family Office Consultant (FOC). They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra high net worth (UHNW) clients and their families. As Private Wealth Advisors and FOCs, they understand the complexities of intergenerational wealth and the challenges facing their clients. Working together, they align their specific needs to the full suite of UBS capabilities and help them pursue their most important goals.
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Corporate Stock Benefit Consultant
Financial Advisor
Corporate Stock Benefit Consultant
Director
Financial Advisor Associate
Vice President–Wealth Management
Financial Advisor
Investment Associate
Team Administrator
Team Administrator
Corporate Stock Benefit Consultant
Senior Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Client Associate
Team Administrator
Corporate Stock Benefit Consultant
Client Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Corporate Stock Benefit Consultant
Financial Advisor
Corporate Stock Benefit Consultant
Director
Financial Advisor Associate
Vice President–Wealth Management
Financial Advisor
Investment Associate
Team Administrator
Team Administrator
Corporate Stock Benefit Consultant
Senior Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Client Associate
Team Administrator
Corporate Stock Benefit Consultant
Client Associate
Client 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
6+ billion
Assets under management
20 person
seasoned team
150+
Collective years of experience
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
