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Danae Thomas
Danae Thomas
Account Vice President
Advisory and Brokerage Services
  • Wealth Advisor
131 South Rodeo Dr
Suite 200
Beverly Hills, CA 90212
310-281-4650
800-545-8914 ext. 4650
310-281-4644 fax
danae.thomas@ubs.com

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs - listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Throughout our relationship, I will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be, and your risk tolerance for getting there. This understanding, combined with my knowledge will help us effectively work together toward your goals for today and in the future.  

Managing Wealth

Your Retirement Plan

Planning for retirement in a changed world
Is your plan for retirement still on track?

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Corporate Profile CorporateProfile.pdf (211kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
Retirement Plan Distributions Decisions as You Leave Your Employer ret_Retirement_Plan_Distribution_Decisions_as_You_Leave_Your_Employer.pdf (295kb)
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf (56kb)
News

Two members of UBS AG Board of Directors will not stand for re-election
Formal signing of settlement agreement relating to the John Doe summons

Spotlight Articles

Market Outlook: The recovery – on track, but slow and uneven  (810kb)
Do you have a plan for transferring wealth to others?
Managing taxes and portfolio risk and return

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