Daniel Gaertner Jr. Email & Phone Number

As a Financial Advisor at UBS Financial Services, Dan partners with a comprehensive team of senior retirement plan consultants to provide clients and plan participants with risk management recommendations and tools for plan participant education. In utilizing team and firm resources, Dan is able to best focus on fundamental, analytical reporting and client servicing. Before joining UBS Financial Services in 2018, Dan spent two years with American Century Investments in Kansas City, MO. He has a Bachelor's of Science in Business Administration with a specialization in Finance from Bowling Green State University and has since gone on to obtain his Series 6, 7, 63, 65 and his life & health insurance licensing designations. Outside of the office, Dan enjoys spending time with his family and being an active alumnus of St. Edward High School in Lakewood, OH./*********/**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.**