Executive Director
Branch Manager
Dan Egbert, Executive Director, serves as the Market Director of the UBS Financial Services offices in East Carolina. With 25 years in the wealth management business, Dan is responsible for leading an amazing group of women and men whose main goal is to provide unparalleled advice and service in assisting clients achieve their investment objectives and financial goals. In this capacity, Dan leverages his wide breadth and depth of experience, as well as unique insights, in bringing together all of the firm’s resources and capabilities on behalf of UBS clients.
Prior to this role Dan served in a multitude of capacities with UBS, including Branch Manager, Sales Manager, Complex Resident Manager and Divisional Recruiting Officer. Dan holds FINRA Series 3, 7, 9, 10, and 66 licenses, in addition to licenses for Life, Accident and Health Insurance. Dan graduated with a degree in business management from William Paterson University in Wayne, New Jersey, where he was a member of the 1996 Division III National Championship baseball team.
In his free time he enjoys spending time with his family, golf, running and coaching youth sports teams.
Executive Director
Branch Manager
Dan Egbert, Executive Director, serves as the Market Director of the UBS Financial Services offices in East Carolina. With 25 years in the wealth management business, Dan is responsible for leading an amazing group of women and men whose main goal is to provide unparalleled advice and service in assisting clients achieve their investment objectives and financial goals. In this capacity, Dan leverages his wide breadth and depth of experience, as well as unique insights, in bringing together all of the firm’s resources and capabilities on behalf of UBS clients.
Prior to this role Dan served in a multitude of capacities with UBS, including Branch Manager, Sales Manager, Complex Resident Manager and Divisional Recruiting Officer. Dan holds FINRA Series 3, 7, 9, 10, and 66 licenses, in addition to licenses for Life, Accident and Health Insurance. Dan graduated with a degree in business management from William Paterson University in Wayne, New Jersey, where he was a member of the 1996 Division III National Championship baseball team.
In his free time he enjoys spending time with his family, golf, running and coaching youth sports teams.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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