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Daniel Lewin, Cpwa® Email & 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. at UBS
Location: Boston, Massachusetts, United States 3 work roles 1 school
1 work email found @ubs.com 1 phone found area 617 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@ubs.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS
Role
Private Wealth Advisor who provides customized wealth management plans to help you protect and grow assets, simplify personal finances and create enduring legacies.
Location
Boston, Massachusetts, United States
Company size
81377 employees

Who is Daniel Lewin, Cpwa®? Overview

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Quick answer

Daniel Lewin, Cpwa® is listed as Private Wealth Advisor who provides customized wealth management plans to help you protect and grow assets, simplify personal finances and create enduring legacies. at UBS, a company with 81377 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 617, and a matched LinkedIn profile for Daniel Lewin, Cpwa®.

Daniel Lewin, Cpwa® previously worked as Senior Vice President - Wealth Management at Ubs and Financial Advisor at Morgan Stanley Smith Barney. Daniel Lewin, Cpwa® holds Bachelor'S Degree, Finance from Boston College - Carroll School Of Management.

Company email context

Email format at UBS

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*@ubs.com
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AeroLeads found 1 current-domain work email signal for Daniel Lewin, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

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.**

Listed skills include Retirement Planning, Business Strategy, Asset Management, Series 63, and 8 others.

Current workplace

Daniel Lewin, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

UBS
Ubs
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
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Company profile
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3 roles

Daniel Lewin, Cpwa® work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Wealth Management

Current
Ubs
Mar 2009 - Present
Team & coworkers

Colleagues at UBS

Other employees you can reach at ubs.com. View company contacts for 81377 employees →

YB Yeswanth Bandaru Yeswanth Bandaru Colleague at UbsHyderabad, Telangana, India, India View → WS Wesley Salesberry Wesley Salesberry Colleague at UbsJacksonville, North Carolina, United States, United States View → MP Martin Prater Martin Prater Colleague at UbsZurich, Zurich, Switzerland, Switzerland View → DD Dhanasekar Devarajan Dhanasekar Devarajan Colleague at UbsBrentwood, Tennessee, United States, United States View → AE Andrew Eyerman Andrew Eyerman Colleague at UbsLakewood, Ohio, United States, United States View → PB Prachi Bhagat Prachi Bhagat Colleague at UbsJammu & Kashmir, India, India View → AG Arianna Galli Arianna Galli Colleague at UbsDelémont, Jura, Switzerland, Switzerland View → MA Massimo Alberio Massimo Alberio Colleague at UbsLugano, Ticino, Switzerland, Switzerland View → MB Melissa Battiste Melissa Battiste Colleague at UbsGlens Falls, New York, United States, United States View → BW Billy Wynn Billy Wynn Colleague at UbsBronx, New York, United States, United States View →
1 education record

Daniel Lewin, Cpwa® education

FAQ

Frequently asked questions about Daniel Lewin, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Daniel Lewin, Cpwa® work for?

Daniel Lewin, Cpwa® works for UBS.

What is Daniel Lewin, Cpwa®'s role at UBS?

Daniel Lewin, Cpwa® is listed as Private Wealth Advisor who provides customized wealth management plans to help you protect and grow assets, simplify personal finances and create enduring legacies. at UBS.

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

AeroLeads has found 1 work email signal at @ubs.com for Daniel Lewin, Cpwa® at UBS.

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

AeroLeads has found 1 phone signal(s) with area code 617 for Daniel Lewin, Cpwa® at UBS.

Where is Daniel Lewin, Cpwa® based?

Daniel Lewin, Cpwa® is based in Boston, Massachusetts, United States while working with UBS.

What companies has Daniel Lewin, Cpwa® worked for?

Daniel Lewin, Cpwa® has worked for Ubs, Morgan Stanley Smith Barney, and Merrill Lynch.

Who are Daniel Lewin, Cpwa®'s colleagues at UBS?

Daniel Lewin, Cpwa®'s colleagues at UBS include Yeswanth Bandaru, Wesley Salesberry, Martin Prater, Dhanasekar Devarajan, and Andrew Eyerman.

How can I contact Daniel Lewin, Cpwa®?

You can use AeroLeads to view verified contact signals for Daniel Lewin, Cpwa® at UBS, including work email, phone, and LinkedIn data when available.

What schools did Daniel Lewin, Cpwa® attend?

Daniel Lewin, Cpwa® holds Bachelor'S Degree, Finance from Boston College - Carroll School Of Management.

What skills is Daniel Lewin, Cpwa® known for?

Daniel Lewin, Cpwa® is listed with skills including Retirement Planning, Business Strategy, Asset Management, Series 63, Financial Planning, Equities, Financial Analysis, and Asset Allocation.

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