Senior Vice President–Wealth Management
Financial Advisor
Education
Senior Vice President–Wealth Management
Financial Advisor
Education
Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Danny is an integral part of The Callan Group, responsible for managing all team operations, client requests and account administration. He holds active Series 7 and Series 66 licenses with over 7 years of industry experience. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Danny also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Client Associate
Danny is an integral part of The Callan Group, responsible for managing all team operations, client requests and account administration. He holds active Series 7 and Series 66 licenses with over 7 years of industry experience. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Danny also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Senior Client Associate
For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.
Senior Client Associate
For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.
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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