Dan Collins
Financial Advisor - Senior Vice President – Wealth Management at UBS | New York City Metropolitan Area
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Dan Collins is a seasoned Financial Advisor and Senior Vice President in Wealth Management at UBS, where he leverages over 20 years of experience to guide clients through significant life events and financial transitions. His expertise encompasses a wide array of wealth management services, including strategic financial planning, retirement planning, and investment advisory tailored to high net worth individuals. Dan is particularly adept at navigating the complexities of financial transitions that arise from major lifestyle changes such as retirement, divorce, or the loss of a loved one.
At UBS, Dan is currently spearheading key projects aimed at enhancing client engagement and financial literacy. He is committed to developing personalized investment strategies that align with his clients' long-term goals, ensuring they are well-prepared for the future. His proficiency in investment management and his certification in long-term care planning further bolster his ability to provide comprehensive financial solutions that address both immediate needs and future aspirations.
Dan's approach is characterized by a deep understanding of the emotional and financial implications of major life events, allowing him to build strong, trusting relationships with his clients. By integrating his extensive knowledge of wealth management with a compassionate approach, he empowers clients to make informed decisions that secure their financial well-being. As he continues to expand his network and share insights within the industry, Dan remains dedicated to helping clients navigate their unique financial journeys with confidence and clarity.
Financial Advisor - Senior Vice President – Wealth Management at UBS in March 2016 to Present
Director of Financial Plannng at WealthEdge Advisors in September 2012 to March 2016
Senior Vice President, Financial Planning at Lenox Advisors in June 2007 to September 2012
Assistant Vice President Private Bank at Deutsche Bank in March 2000 to March 2005
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Wealth Management
Investments
Retirement Planning
Asset Allocation
Strategic Financial Planning
Investment Advisory
Financial Advisory
Investment Management
High Net Worth Individuals
Certified Financial Planner
Wealth Management Services
Certified in Long Term Care
Chartered Financial Consultant
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Discover more about UBSWhat is Dan Collins email address?
Email Dan Collins at [email protected] and [email protected]. This email is the most updated Dan Collins email found in 2026.
What is Dan Collins phone number?
Dan Collins phone number is +12127132364.
How to contact Dan Collins?
To contact Dan Collins send an email to [email protected] or [email protected]. If you want to call Dan Collins try calling on +12127132364. (updated on October 30, 2024)
What company does Dan Collins work for?
Dan Collins works for UBS
What is Dan Collins's role at UBS?
Dan Collins is Financial Advisor - Senior Vice President – Wealth Management
What industry does Dan Collins work in?
Dan Collins works in the Financial Services industry.
Dan Collins Email Addresses
Dan Collins Phone Numbers
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