Daniel De Varona, Cfp®, Crpc®, Cpwa®
About Daniel De Varona, Cfp®, Crpc®, Cpwa®
Daniel De Varona is a Senior Vice President in Wealth Management at UBS, where he has worked for over 20 years. He specializes in providing tailored financial solutions to high-net-worth individuals, emphasizing a comprehensive understanding of clients' priorities.
Work at UBS
Daniel De Varona has served as Senior Vice President in Wealth Management at UBS since 2003. He operates out of Troy, MI, and has accumulated over 21 years of experience in this role. At UBS, he utilizes the firm's extensive resources to implement effective financial strategies tailored to the needs of high-net-worth individuals. His approach emphasizes understanding clients' unique family, business, and personal priorities, ensuring that the financial solutions provided are customized and comprehensive.
Previous Experience at Lockheed Martin
Prior to his tenure at UBS, Daniel De Varona worked as a Business Analyst at Lockheed Martin from 2000 to 2003. During this three-year period in Moorestown, NJ, he gained valuable analytical skills that contributed to his professional development. This experience laid a foundation for his later career in wealth management, where analytical thinking is crucial for understanding complex financial situations.
Education and Expertise
Daniel De Varona earned his Bachelor of Arts degree from Michigan State University, where he studied in the College of Social Science from 1996 to 2000. He furthered his education by pursuing the IMCA CPWA Designation at The University of Chicago Booth School of Business, which he has been studying since 2017. His educational background supports his expertise in wealth management, enabling him to provide specialized guidance to clients.
Wealth Management Experience
With over two decades of experience in wealth management, Daniel De Varona focuses on delivering tailored financial solutions to high-net-worth individuals. His approach goes beyond mere tactical guidance, emphasizing a comprehensive understanding of clients' overall financial situations. This includes their family dynamics, business interests, and personal goals, allowing him to create strategies that align with their long-term objectives.