UBS Financial Services Inc. and Adams Wealth Management is proud to announce Daniel R. Adams, Jr has joined their team of financial advisors in New London, Connecticut.
Dan comes from an area of expertise working with a global asset management firm for the past seven years, beginning as an Investment Consultant before being promoted to Regional Director. During that time he guided financial advisors in tailoring investment solutions for their clients while being responsible for supervising a team of investment consultants.
“We are very enthusiastic that Dan has decided to join Adams Wealth Management, a signature team at UBS. His experience and knowledge will make him a great asset to the firm and our clients”, said Bill Cholawa, UBS Managing Director and Market Head for Central New England.
Dan grew up in East Lyme and is a graduate of Clemson University where he earned his degree in finance. He recently relocated from Boston to join the team, and lives in Old Lyme with his wife, Jill.
On behalf of the entire Central New England UBS team, we are excited to welcome Dan, Jr. to our firm. There is no doubt that our highest expectations will be exceeded.
Notes to Editors
About UBS Global Wealth Management
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