Daniel Moore Email & Phone Number

Wealth is an intimate, often complex topic. Throughout my career, I have earned a deep appreciation that understanding and advising each client on their own unique terms, according to their own unique goals, creates the basis for clients’ long-term success. I combine an understanding of the client family with balancing short-term needs and a long-term perspective on maintaining and building wealth that may include asset allocation, unique investment solutions, advanced estate planning, insurance, credit, philanthropy, and other services.My principal concentration has been investment management, whether creating and managing portfolios from newly minted wealth or advising on seasoned portfolios, with clients ranging from those least experienced with capital markets to sophisticated boards of trustees composed of tenured investment professionals. Among these, multigenerational families and business owners have been a particular focus.I have been a nearly lifelong Cleveland East Sider, where I currently residewith my beautiful wife and daughtersI am an avid guitarist, enjoy tennis, the liberal and fine arts, travelling, culinary adventures and am an active member of Gesu Catholic Church./*********/**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 Writing, Profound, Banking, Market, and 40 others.