About
Daniel Ladner, CPM®, is Senior Vice President - Wealth Management - at a nationally recognized financial services firm, where he has provided strategic wealth management and investment guidance for more than 17 years. With the firm’s century-long foundation of excellence and broad U.S. presence, Dan draws on extensive global resources and local insight to deliver solutions that help clients build, manage, and preserve wealth across generations with trust and long-term perspective. Dan Ladner brings over 25 years of experience in the financial industry, having worked with major Fortune 500 companies and held leadership roles that have shaped his deep understanding of client service and portfolio strategy.