Financial Advisor@ Morgan Stanley
New York, New York, United States
Dan Ziegler
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State University of New York College at Old Westbury
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Tell me more about Dan Ziegler?
FlashIntel GPTDan Ziegler is a highly experienced financial advisor with over 25 years of work experience. Based in the United States, he is the founder of The Grazioli Group, a company that specializes in comprehensive wealth strategies. Dan aims to help clients define their financial needs and formulate strategies tailored to their needs, weather they are accumulating wealth or investing for income, solidifying retirement plans, and devising distribution approaches that meet their lifesytle and legacy goals. With a background in finance at Morgan Stanley, Dan has a strong track record in the industry.
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About
We believe success in achieving important financial goals start with a comprehensive wealth strategy. Our team, The Grazioli Group, will help you define what is most important to you and then formulate the strategies that are suited for your needs, weather you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifesytle and legacy goals. I currently hold the series 7, 65,66, and Life, Accident, and Health Insurance licenses.
...See MoreWork Experience
Financial Advisor
Financial Services
Dan Ziegler's Professional Milestones
- Financial Advisor (2012-07-01~): Elevated financial performance through effective strategies and informed decisions.
Education
Finance
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
William Cheng
product manager at morgan stanley|product management|product owner
Thomas Tran
Product Owner
Other Named Dan Ziegler
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Dan Ziegler's social media include: Linkedin,
Dan Ziegler works for Morgan Stanley
Dan Ziegler's role in Morgan Stanley is Financial Advisor
Dan Ziegler works in the industry of Financial Services
Dan Ziegler's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Dan Ziegler's latest job experience is Financial Advisor at Morgan Stanley
Dan Ziegler's latest education in State University of New York College at Old Westbury
