Guerra brings experience in financial planning and wealth management
UBS Financial Services announced today a new Financial Advisor joined its Indianapolis office. Danielle Guerra, brings with her almost 15 years of experience in financial planning and wealth management.
Guerra earned her Bachelor of Arts from the University of South Carolina. She has also earned her Certified Financial Planning (CFP®) and Certified Wealth Strategist (CWS®) designations. Guerra guides clients through wealth management stages including investment and retirement income planning, charitable giving and education planning. Danielle helps clients all over the US plan for the items that are most important to them and their family while also helping to guide them through unexpected life changes.
"My passion is my clients. My goal is to know my clients as best I can to always provide them with guidance that is specifically tailored to help them achieve security and success through all phases of their financial lives," said Guerra. "My clients are like family and it gives me no greater joy than to help my family find financial freedom."
"Danielle will be joining Mark Desantis to form Certus Wealth Partners which will have four decades of experience. We look forward to Danielle joining UBS and the creation of the new partnership as we continue to add services to our ever-expanding Indianapolis office," said Branch Manager Kristin Popovic.
To learn more about Danielle Guerra and Certus Wealth Partners or to contact Danielle directly, click here.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
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