Dane Urie

Q: What is Dane Urie email address?

Email Dane Urie at urie@gmail.com and dane.urie@ubs.com. This email is the most updated Dane Urie email found in 2026.

Q: How to contact Dane Urie?

To contact Dane Urie send an email to urie@gmail.com or dane.urie@ubs.com. If you want to call Dane Urie try calling on +17276670295 and +17274036723.

Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services | St. Petersburg, Florida, United States

About Dane Urie

Dane Urie serves as a Senior Vice President in Wealth Management and Senior Portfolio Manager at UBS Financial Services, where he plays a pivotal role in guiding clients through the complexities of financial planning and investment strategies. With over a decade of experience in the wealth management sector, Dane specializes in comprehensive financial planning, retirement planning, and asset allocation, ensuring that his clients' portfolios are not only well-structured but also aligned with their long-term goals.

At the helm of The Urie-Taylor Group, which has been a trusted name in wealth management for over 60 years, Dane is dedicated to fostering deep, meaningful relationships with clients. His approach is centered around understanding each family's unique needs and aspirations, allowing him to craft tailored investment strategies that reflect their values and objectives. Dane's expertise in navigating market dynamics enables him to implement effective asset allocation strategies that optimize returns while managing risk.

Key projects under Dane's leadership include the development of innovative financial solutions that address the evolving needs of high-net-worth individuals and families. By leveraging UBS's extensive resources and cutting-edge technology, he ensures that clients receive personalized service and insights that empower them to make informed financial decisions. Dane's commitment to excellence and his passion for helping clients achieve financial independence make him a valuable asset to the UBS team and a trusted partner for families seeking to secure their financial futures. For more insights into his work and the dedicated team at UBS, visit www.ubs.com/team/ut.

Dane Urie Work

Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services in March 2012 to Present

First Vice President - Investments, Senior Portfolio Manager at Merrill Lynch in February 1985 to March 2012

Dane Urie Skills

Wealth Management

Retirement Planning

Asset Allocation

Frequently Asked Questions about Dane Urie

What is Dane Urie email address?

Email Dane Urie at [email protected] and [email protected]. This email is the most updated Dane Urie email found in 2026.

What is Dane Urie phone number?

Dane Urie phone number is +17276670295 and +17274036723.

How to contact Dane Urie?

To contact Dane Urie send an email to [email protected] or [email protected]. If you want to call Dane Urie try calling on +17276670295 and +17274036723.