Daniel J Bavuso III

Experience

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  Lehman Brothers

  Nov 1993 - Jun 1996

  Investment Representative

  After graduation from Georgetown, this was my first job training under and working for a seasoned investment representative.

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  Merrill Lynch

  Jun 1996 - Jan 1999

  Financial Advisor

  I formed a partnership with a colleague from Lehman and we built our own business at Merrill. Many of those original clients remain with me today.

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  UBS

  Jan 1999 - Oct 2009

  Senior Vice President

  After my partner moved into a management role at UBS in 2001, I acquired his interest in our business and became a sole-practitioner. In 2007, Amy Weston joined my team and has been my trusted Client Service Associate ever since.

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  Morgan Stanley

  Oct 2009 - Apr 2024

  Portfolio Management Director

  Happy to be a part of one of the finest Wealth Management firm's in the business in a local branch complex close to home. © 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Show less

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  Seventy2 Capital Wealth Management

  Apr 2024 - now

  Executive Vice President and Financial Advisor

  I manage money for individual families, executives, and retirees.