Daniel Lewin, Cpwa®

Daniel Lewin, Cpwa® Email and Phone Number

Private Wealth Advisor who provides customized wealth management plans to help you protect and grow assets, simplify personal finances and create enduring legacies. @ UBS
zurich, zurich, switzerland
Daniel Lewin, Cpwa®'s Location
Boston, Massachusetts, United States, United States
Daniel Lewin, Cpwa®'s Contact Details

Daniel Lewin, Cpwa® work email

Daniel Lewin, Cpwa® personal email

n/a

Daniel Lewin, Cpwa® phone numbers

About Daniel Lewin, Cpwa®

Our team's ultimate mission is to help our clients throughout the various stages of their lives. Our process starts with creating a comprehensive plan through a series of discussions in regards to our clients goals and objectives. We focus on planning, investment management, and philanthropic giving. We are committed to developing a deep relationship with our clients to better understand their individual and family needs. I enjoy spending my free time fishing, biking and being with my family. I currently reside in Newton, MA with fiancé and four kids./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Daniel Lewin, Cpwa®'s Current Company Details
UBS

Ubs

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Private Wealth Advisor who provides customized wealth management plans to help you protect and grow assets, simplify personal finances and create enduring legacies.
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Daniel Lewin, Cpwa® Work Experience Details
  • Ubs
    Senior Vice President - Wealth Management
    Ubs Mar 2009 - Present
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Apr 2006 - Mar 2009
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Mar 2004 - Mar 2006

Daniel Lewin, Cpwa® Skills

Retirement Planning Business Strategy Asset Management Series 63 Financial Planning Equities Financial Analysis Asset Allocation Mutual Funds Asset Protection Inter Generational Wealth Transfer Wealth Management Services

Daniel Lewin, Cpwa® Education Details

Frequently Asked Questions about Daniel Lewin, Cpwa®

What company does Daniel Lewin, Cpwa® work for?

Daniel Lewin, Cpwa® works for Ubs

What is Daniel Lewin, Cpwa®'s role at the current company?

Daniel Lewin, Cpwa®'s current role is Private Wealth Advisor who provides customized wealth management plans to help you protect and grow assets, simplify personal finances and create enduring legacies..

What is Daniel Lewin, Cpwa®'s email address?

Daniel Lewin, Cpwa®'s email address is da****@****ubs.com

What is Daniel Lewin, Cpwa®'s direct phone number?

Daniel Lewin, Cpwa®'s direct phone number is +161743*****

What schools did Daniel Lewin, Cpwa® attend?

Daniel Lewin, Cpwa® attended Boston College - Carroll School Of Management.

What skills is Daniel Lewin, Cpwa® known for?

Daniel Lewin, Cpwa® has skills like Retirement Planning, Business Strategy, Asset Management, Series 63, Financial Planning, Equities, Financial Analysis, Asset Allocation, Mutual Funds, Asset Protection, Inter Generational Wealth Transfer, Wealth Management Services.

Who are Daniel Lewin, Cpwa®'s colleagues?

Daniel Lewin, Cpwa®'s colleagues are Jan Mak, Michele T. Jones, Roland Favre, Scott Cengia, Cfp®, Paul Kelleher, Divya Maheshwari, Stephan Spaenhauer.

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