Daniel Ramer Email & Phone Number

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a 25-year veteran of the financial services industry, I am committed to helping my clients simplify their financial lives by offering comprehensive wealth management, specializing in retirement income planning and fixed income strategies. I employ a disciplined approach to asset allocation, with an emphasis on capital preservation and personalized investment strategies tailored to each individual client. With a commitment to thorough analysis and a prudent approach to investing, I collaborate closely with clients and their other professional advisors to help generate and manage income in retirement and help reduce the tax impact on my clients’ estates./*********/**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, Wealth Management, Investments, Asset Allocation, and 6 others.

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  Brandeis University

  Economics