Daniel Ladner

Senior Vice President - Wealth Management

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Daniel Ladner: Daniel Ladner, CPM®, is Senior Vice President - Wealth Management - at a leading financial services firm, where he has provided comprehensive investment advice for over 17 years. His firm, with more than a century of history and a broad national presence, combines global insight with local expertise to guide clients through complex financial landscapes and long-term wealth planning. Its foundation of stability and trust underscores its commitment to client success. With over 25 years of experience in finance, Dan Ladner’s career spans advisory, leadership, and mentorship roles across major Fortune 500 companies. He began as a Financial Advisor and later served as an Assistant Branch Manager, supervising Senior Wealth Advisors and directing the training and development of new professionals. His dedication to cultivating talent and maintaining client trust has defined his approach throughout his career. Ladner joined the Board of Directors of Homes for Vets, supporting projects that build safer, more accessible homes for U.S. Military Veterans.