
Cfp Daniel Smith Crpc
As a Certified Financial Planner and Chartered Retirement Planning Counselor; I have been in the financial services industry... | Paramus, New Jersey, United States
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Cfp Daniel Smith Crpc’s Emails da****@ub****.com
Cfp Daniel Smith Crpc’s Phone Numbers No phone number available.
Social Media
Cfp Daniel Smith Crpc’s Location Paramus, New Jersey, United States
Cfp Daniel Smith Crpc’s Expertise As a Certified Financial Planner and Chartered Retirement Planning Counselor; I have been in the financial services industry since 1983 and at Family Wealth Management (UBS) since 2010. I am fully devoted to my clients delivering a caring/competent/comprehensive array of financial services/guidance. My experience allows me to provide financial solutions to a wide variety of client needs and I am often a sounding board to friends and families of these same clients. My passions other than work are family, biking, golf and through my charity, FTBO, Inc. providing help to others. /*********/ **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.**
Cfp Daniel Smith Crpc’s Current Industry Ubs
Cfp
Daniel Smith Crpc’s Prior Industry
Ge Capital
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Merrill Lynch
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Ubs
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Work Experience

Ubs
First Vice President-Wealth Management, CFP®, CRPC®
Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch
Financial Advisor, CRPC®
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Ge Capital
VP, Lending
Sat Jul 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)