Daniel R. Adams, Jr Appointed Financial Advisor at UBS

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

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’ strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

Laura Hastings
[email protected]
212 882-5705