Daniel P. Maroney joined UBS Financial Services in 2005, after buildinga successful retirement consulting practice in Sarasota, Florida. Mr.Maroney specializes in constructing comprehensive financial plans specific to the needs of both individuals and corporations.
From designing and implementing private financial plans for a select group of individual clientele to 401(k) and deferred compensation packages, Dan's approach remains consistent - By developing a clear understanding of what makes each situation unique, he structures the optimal solution and manages the investments on a continual basis. Dan places a premium on education with each relationship, so the client can feel comfortable and remain a partner in the process.
Dan is a graduate of the University of Florida, where he met his wife, Sara. They have two children, Logan and Elyse. Dan also enjoys giving back to his community, serving as an active member of the City of St.Petersburg Mayor's Mentors and More and the Development Council for All Children's Hospital.
Email address is daniel.maroney@ubs.com
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