Advice Built on experience
Daniel Boland has worked as a financial advisor and securities lawyer for a combined 17 years.
Daniel guides our market outlook and works closely with clients on portfolio design, risk management and tax minimization. Daniel is a member of Chairman’s Council and was appointed to the Wealth Management Transformation Leadership Committee, which helps other UBS Financial Advisors improve the quality of their advice.
Daniel formerly was legal counsel to Fortune 500 companies while working with Quinn Emanuel Urquhart & Sullivan and Eversheds Sutherland.
Daniel and his wife, Heidi, have three boys—Kieran, Connor and Ryan. Daniel volunteers as a mentor to veterans transitioning careers, and he remains involved with Harvard as an alumni interviewer. He enjoys coaching his boys’ football teams and working on his tennis game (which needs it).
Accomplishments
- Wealth Management Transformation Leadership Committee
- Chairman's Council
- UBS Leader's Circle
Licenses
- Series 7, General Securities Representative
- State of Georgia Life, Health, Long-term Care, Variable Annuity and Variable Life Insurance Licensed
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Series 31, Managed Futures Representative
Registered States:
AL, CA, CO, CT, FL, GA, ID, IL, MA, MO, NC, NJ, NY, SC, TN, TX, UT, VA, WY