Daniel Ladner

Daniel Ladner, CPM®, serves as Senior Vice President - Wealth Management - at a respected financial services firm, where he has provided customized financial advice for more than 17 years. With over a century of history and a nationwide presence, the firm leverages its global resources and local insight to guide clients through complex financial decisions. Its enduring commitment to stability, trust, and performance has helped generations of investors achieve long-term success.

Dan Ladner brings more than 25 years of experience in the financial industry, working with both private clients and leading Fortune 500 companies. His career began as a Financial Advisor and advanced to Assistant Branch Manager, where he supervised Senior Wealth Advisors and managed recruiting, training, and leadership development. His career reflects a strong foundation in mentorship, performance excellence, and strategic thinking.

Since joining his current firm in 2008, Dan has specialized in creating and implementing comprehensive wealth management strategies for individuals and organizations. He is responsible for developing asset allocation frameworks, selecting investment managers, and monitoring portfolio performance. His clients include entrepreneurs, private foundations, executives, and corporations seeking disciplined financial management and measurable outcomes.

Dan focuses on long-term wealth planning and sustainable investment strategies tailored to each client’s goals. His expertise includes budgeting, retirement planning, and estate structuring, supported by a deep understanding of market dynamics and risk management. He is known for his thoughtful approach, transparent communication, and dedication to helping clients achieve lasting financial confidence and stability.

He is part of the Best-In-State Forbes Wealth Management Team for 2023 and 2024, a distinction presented by SHOOK Research and Forbes in recognition of integrity, client satisfaction, and overall excellence. Before joining his current firm, he spent more than 11 years as Vice President at Morgan Stanley. He holds the Certified Portfolio Manager designation from Columbia University and has completed advanced studies at Harvard and Chicago Booth.

A graduate of the City University of New York with a degree in Political Science, Daniel Ladner remains active in civic and community organizations. He was elected to the Board of Homes for Vets, supporting efforts that transform and adapt homes to better serve the needs of U.S. Veterans.

Portfolio: https://danladner.com/