Daniel Fitzpatrick
Insight-based advice
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped hundreds of families develop customized and comprehensive strategies in order to achieve what matters most in life. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning expertise with investment management solutions to ensure a complete wealth management experience.
Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan is a CERTIFIED FINANCIAL PLANNER™, and holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Shadyside.
Bachelor of Science, Pennsylvania State University
Accredited Wealth Management Advisor
4000 Town Center
Canonsburg, PA 15317
View bio Industry recognition
Ed has over 25 years of financial services experience. He has always valued relationships with his clients as his most important assets. As an advisor he is focused on providing tailored wealth management strategies and portfolio management to help clients grow their assets and help achieve financial goals. He specializes in managing discretionary portfolios constructed of individual equity, fixed income and related securities and managing those portfolios through multiple market cycles on behalf of individual clients. He works closely with external client advisors including CPAs and estate planning professionals to develop detailed and customized financial, tax and estate plans. Ed has been a member of the esteemed Presidents Council since 2010.
Ed has a B.S. in Engineering from Pennsylvania State University and an M.B.A. from the University of Pittsburgh. He currently has Series 7, 63 and 65 securities licenses and life, health and accident insurance licenses. Ed lives in South Fayette with his wife Kathy and their three children.
Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Pennsylvania State University, B.S. in Engineering
University of Pittsburgh, M.B.A.
Staci Black
Staci, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs of the Brown Wealth Management Group including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has over 15 years of experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Staci serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 25 years in the financial services industry. Staci holds the Series 7, 63 and 65 securities licenses and is a member of the CSA Coach Network at UBS. In October 2010, an article was published in Registered Rep Magazine for her outstanding success on client service.
Staci enjoys baking, walking/running and spending time with her family. She and her husband Douglas currently live in South Fayette with their four children.
Allison Daube
Allison has over 20 years of experience in the financial services industry. She previously worked for Merrill Lynch in their Baltimore, Annapolis and Washington DC offices where she worked as both a member of the management team supervising the support staff and working with clients as a Registered Manager's Assistant. Allison joined UBS in 2011 and focuses on client portfolio reporting and financial planning for the team.
She and her husband David currently live in Peters Township with their three children.
US banking sector update: Where we are now
Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Show more. US banking sector update: Where we are now.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
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Multigenerational planning
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
Show more. Multigenerational planning.
Legacy—Wealth for others
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
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