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At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs - listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

Throughout our relationship, I will listen to the expert on your situation: you. That’s the key to understanding where you are, where you want to be, and your risk tolerance for getting there. This understanding, combined with my knowledge will help us effectively work together toward your goals for today and in the future.  

Danae Thomas
Danae Thomas
Account Vice President
Advisory & Brokerage Services
  • Wealth Advisor
131 South Rodeo Dr
Suite 200
Beverly Hills, CA 90212
310-281-4650
800-545-8914 ext. 4650
310-281-4644 fax
danae.thomas@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS Global Asset Management U.S. Money Market Funds: Statement following Lehman Brothers Chapter 11 filing  (98kb)
UBS Global Asset Management: Status of its U.S. Taxable Money Market Funds  (103kb)
UBS says costs of closing out Lehman Brothers exposures below $300 million

My Perspective
Corporate Profile CorporateProfile.pdf
Financial Goal Analysis financial_goal_analysis.pdf
Individual Investor Profile ind_investorprofile.pdf
Retirement Plan Distributions Decisions as You Leave Your Employer ret_Retirement_Plan_Distribution_Decisions_as_You_Leave_Your_Employer.pdf
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf
Brochure DE04627_12228_BIO_TP0513_ThoD.PDF (276kb)
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

UBS Research Report: Uncharted Territory  (109kb)
Market Outlook: Ingenuity boosting efficiency UBS Market Outlook (147kb)

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