Dana Macaluso, CFP, CPWA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in New York, NY. With over 20 years of experience in the financial services industry, Dana offers a comprehensive financial planning approach that includes assets, liabilities, tax estate considerations, retirement planning, education funding, and insurance. As a CERTIFIED FINANCIAL PLANNER professional and a Senior Portfolio Manager, Dana leverages her expertise and UBS's global resources to create personalized strategies that help her clients manage and grow their assets.
Dana Macaluso's commitment to her clients is evident in her lasting relationships and her recognition as one of Forbes America's Top Women Wealth Advisors and Forbes Best-in-State Women Wealth Advisors. She is dedicated to understanding her clients' priorities and concerns, and works collaboratively with them to develop a vision for their future. In addition to her financial expertise, Dana is actively involved in supporting community and charitable organizations related to animal welfare and cancer research. She enjoys spending time with her family, playing soccer, scuba diving, traveling, reading, and practicing Tae Kwon Do.
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