Daniel Holzer Appointed Financial Advisor at UBS in Westport, Connecticut

November 11, 2025 - 03:48

WESTPORT, Conn., November 10, 2025—UBS Global Wealth Management US has welcomed Daniel Holzer as its new Financial Advisor. Holzer will be based in the UBS office located in Westport, Connecticut, where he will contribute to the firm's commitment to providing exceptional financial services to clients.

The Westport office is under the management of Market Director Jim Miller and operates within the Greater New York Market, which is overseen by Market Executive Mara Glassel. Holzer's extensive experience in wealth management is expected to enhance the team's ability to deliver tailored financial solutions and build lasting relationships with clients.

His appointment reflects UBS's ongoing strategy to attract top talent in the financial advisory space, ensuring that clients receive expert guidance in navigating their financial futures. Holzer's addition to the team is seen as a significant step towards strengthening UBS's presence in the competitive wealth management landscape of the region.