Daniel Ladner

Daniel Ladner, CPM®, serves as Senior Vice President - Wealth Management - at a leading financial services firm, where he has delivered personalized investment strategies for over 17 years. His firm, with more than a century of history and a nationwide presence, leverages both global insights and local expertise to guide clients through complex markets. Its longstanding commitment to excellence, integrity, and enduring client relationships reflects a legacy of helping individuals and organizations build and preserve wealth across generations. Dan Ladner brings more than 25 years of financial industry experience, having worked with major Fortune 500 companies throughout his career. Beginning as a Financial Advisor, he later served as Assistant Branch Manager, overseeing Senior Wealth Advisors, mentoring new Financial Advisors, and helping shape strategic business initiatives. Since joining his current firm in 2008, Dan has focused on strategic and tactical asset allocation, portfolio construction, and performance analysis. He develops customized investment strategies for entrepreneurs, venture capitalists, private foundations, and corporate clients. His team manages diversified portfolios, including equity, fixed income, and alternative investments, tailored to meet each client’s objectives, time horizons, and risk tolerance. Dan’s expertise spans retirement, estate, and financial planning, emphasizing disciplined, long-term strategies that align with client goals. Recognized as part of the Forbes “Best-In-State Wealth Management Teams” for 2023 and 2024, Dan and his team earned this distinction from SHOOK Research for excellence in client service, asset management, and professional integrity, reflecting the trust and respect of both clients and peers. He joined the Board of Homes for Vets, partnering to improve the quality of life for U.S. Veterans through safe and accessible housing initiatives.