A plan tailored for you For the goals you want to accomplish
Daniel W. Ladner, CPM®
Senior Vice President - Wealth Management
Financial Advisor
Certified Portfolio Manager (CPM®)
212-626-8760
1251 Avenue of the Americas
2nd Floor
New York, NY 10020
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.