NEW LONDON, Conn.–(BUSINESS WIRE)–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
“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
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.