Dan has been with UBS Financial Services Inc. since 2008 and is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 20 years ago. Dan maintains his series 7, 9,10, 65, 63, 31 and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors and has been responsible for the hiring and training of new Financial Advisors. Dan has thrived to set goals and build relationships by focusing on designing customized planning strategies for his clients. Dan's passions include supporting numerous charitable organizations, public service, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis and squash.

Registered States:
AK, AZ, CA, CT, DC, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA

Anthony joined UBS Financial Services in 2013, prior to working in his current role as the team’s Senior Wealth Strategy Associate he gained experience as a Registered Client Service Associate. He earned his MBA from Baruch College in 2017, and his BS in Finance and Economics from the University of Delaware in 2012. Anthony is a CFA charterholder, having earned the right to use the designation in 2019. He holds the Series 7, 66, and 3 securities licenses.

His role is to assist with the design and implementation of financial and wealth planning strategies, as well as leading the team’s service effort. Anthony currently lives in Jersey City, NJ.

Registered States:
CO, CT, FL, NH, NJ, NY, PA

Agustina joined UBS Financial Services as a Client Service Associate in July 2018. Agustina attended St. John's University earning a B.S. in Finance. Agustina enjoys listening to what goals are important to clients and helping them focus on how to do the most for the important people in their lives.