Daniel P. Gleason, CFP®, has extensive experience in the financial services industry, beginning as a Financial Advisor at Morgan Stanley from April 2005 to May 2006. Afterward, Daniel worked at UBS as a Financial Advisor from May 2006 to January 2010, subsequently advancing to the role of Wealth Advisor at UBS, where employment continues since January 2010. Daniel earned a degree from Providence College, attending from 2001 to 2005.
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