UBS Global Wealth Management US announced that Daniel Holzer has joined the firm as a Financial Advisor in its Westport, Connecticut office. The office is managed by Market Director Jim Miller and it forms part of the broader Greater New York Market under Market Executive Mara Glassel.
Holzer brings a 29-year career dedicated to serving clients in wealth management. He previously spent many years with Morgan Stanley, where he developed a strong reputation for deep expertise in structured products and for delivering highly personalized financial guidance. At UBS, he will focus on providing tailored wealth management strategies supported by the firm’s global platform, which he views as a significant advantage for his clients.
Holzer was raised in Manhattan and attended Horace Mann School before earning his undergraduate degree from Johns Hopkins University. He and his wife, Barbara, live in Fairfield, Connecticut, with their two sons.
UBS describes itself as a global leader in wealth management, with a multi-market presence and a wide range of financial advisory and investment capabilities for clients worldwide.
KEY QUOTES:
“On behalf of UBS, we’re excited to welcome Dan to the firm. His industry experience and dedication to his clients will be a great addition to our business, and we look forward to having him help us continue to expand our client offering in this key market.”
Jim Miller, Market Director at UBS Wealth Management
