UBS Westport, CT office welcomes
Daniel Holzer

Daniel Holzer

UBS announced the hiring of financial advisor Daniel Holzer in Westport, CT.He joined the Greater NY Metro Market led by Regional Director Chris DiMuria, Market Executive Mara Glassel and Market Director Jim Miller.
Daniel Holzer joins us from Morgan Stanley where he spent the last 16 years but brings over 28 years of experience in the financial services industry. He is dedicated to helping individuals and families simplify their complex financial lives, maximize the value of their businesses, and create lasting family wealth. With a strong work ethic and deep expertise in structured products, he delivers exceptional service and customer solutions tailored to his clients’ needs. He earned his degree from John Hopkins University.