Managing Director–Wealth Management
Financial Advisor
Dan began his financial services career in 2000 and joined UBS in 2007. Prior to UBS, he was a financial advisor with Wachovia Securities for 7 years. Dan specializes in providing comprehensive analyses of a client's total financial life. These analyses include the review of assets and liabilities, income sources, pension and social security benefits, insurance coverage and more. He then follows through with implementing the appropriate financial and investment planning strategies.
Dan holds the Series 7, 31, 63 and 65 securities licenses as well as his life and health insurance license. Additionally, he achieved UBS's elite Wealth Advisor distinction as well as being a Directors Club member for the past five years. He received a B.S. degree from the University of Richmond and offers much community involvement, such as coaching youth sports, serving college students through his church and being active with both Veritas School and the Scholarship committee for the Community Foundation.
Dan and his wife, Dana live with their four children in Richmond, Virginia. In his spare time, Dan enjoys most outdoor activities including golf, swimming and running as well as being committed to mentoring young couples with proven marriage and parenting principles.
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
Let's connect
Managing Director–Wealth Management
Financial Advisor
Dan began his financial services career in 2000 and joined UBS in 2007. Prior to UBS, he was a financial advisor with Wachovia Securities for 7 years. Dan specializes in providing comprehensive analyses of a client's total financial life. These analyses include the review of assets and liabilities, income sources, pension and social security benefits, insurance coverage and more. He then follows through with implementing the appropriate financial and investment planning strategies.
Dan holds the Series 7, 31, 63 and 65 securities licenses as well as his life and health insurance license. Additionally, he achieved UBS's elite Wealth Advisor distinction as well as being a Directors Club member for the past five years. He received a B.S. degree from the University of Richmond and offers much community involvement, such as coaching youth sports, serving college students through his church and being active with both Veritas School and the Scholarship committee for the Community Foundation.
Dan and his wife, Dana live with their four children in Richmond, Virginia. In his spare time, Dan enjoys most outdoor activities including golf, swimming and running as well as being committed to mentoring young couples with proven marriage and parenting principles.
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
Let's connect
Client Associate
Denise joined UBS in February 2006 from Wells Fargo.. She started her career in investments in 1979 with Bache Halsey Stuart Shields Inc. in West Virginia as the manager's assistant. She moved to Virginia Beach in 1984, joined Merrill Lynch, and obtained her Series 7, 63, and life, health and annuity licenses in 1992 while working as a senior client associate. In 1995, she became the branch administrator in Virginia Beach for Wachovia Securities (Wells Fargo). She transferred to Richmond in 1999 with Wells Fargo and served as the branch administrator for the Richmond office.
Denise is a member of the Regency Women's Club.
Denise was born on the Landstuhl Air Force Base in Ramstein Germany and now resides in Richmond with her husband Eric Fox and her two boys, Benjamin and Zachary.
Let's connect
Client Associate
Denise joined UBS in February 2006 from Wells Fargo.. She started her career in investments in 1979 with Bache Halsey Stuart Shields Inc. in West Virginia as the manager's assistant. She moved to Virginia Beach in 1984, joined Merrill Lynch, and obtained her Series 7, 63, and life, health and annuity licenses in 1992 while working as a senior client associate. In 1995, she became the branch administrator in Virginia Beach for Wachovia Securities (Wells Fargo). She transferred to Richmond in 1999 with Wells Fargo and served as the branch administrator for the Richmond office.
Denise is a member of the Regency Women's Club.
Denise was born on the Landstuhl Air Force Base in Ramstein Germany and now resides in Richmond with her husband Eric Fox and her two boys, Benjamin and Zachary.
Let's connect
Client Associate
Education
Client Associate
Education
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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