Verified recordFinancial Services

Daniel Gaertner

Senior Vice President-wealth Management at Ubs at Ubs

Based in Rocky River, United States

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Seniority

Vp

Department

Other

Location

Rocky River

Industry

Financial Services

Company size

118K

Contact information

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Email

1 credit

d•••••••@ubs.com

Phone

5 credits

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Background

About Daniel Gaertner

With over 25 years of industry experience, I offer a wealth of knowledge to retirement plan sponsors, participants and individual investors. By being proactive in implementing communication and education programs for plan sponsors, we can help equip your employees with the resources needed to retire on their own terms. Each client is unique and I strive to be your primary source of defined contribution plan advisory 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 for the full disclosure.**

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