Dan Latimer is a Senior Vice President of Wealth Management at UBS, where they have applied over 30 years of knowledge in the financial services industry to assist clients in achieving their financial goals. Latimer previously served as a Senior Manager for Worksite Administration at Conseco Companies from 1996 to 2004. They focus on customizing financial plans tailored to the individual needs of clients, facilitating dreams from business growth to legacy planning. Outside of work, Latimer enjoys traveling with a spouse and three children, experiencing new places and activities.
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