Raymond James welcomes seasoned advisor managing approximately $480 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Daniel “Dan” Berger to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to Dominic Prioli, Upper Midwest regional director for RJA.
Based in St. Louis, Missouri, Dan provides holistic financial planning and guidance to a variety of clients, specializing in business owners, corporate executives, families, individuals and retirees. He arrives from UBS Financial Services, where he previously managed approximately $480 million in client assets. He is joined by his son, investment portfolio associate Chase Berger.
“My transition to Raymond James is rooted in the desire to serve my clients with greater flexibility and expanded resources. The firm’s technology allows us to deliver tailored solutions while continuing to focus on the long-term relationships that define our practice,” said Dan. “I’m especially proud to welcome my son Chase into the business. Together, with the firm’s technology and succession planning support, we believe our practice is well positioned to serve clients and their families for decades to come.”
Dan brings more than 40 years for financial services industry experience to his role as senior vice president of wealth management. In addition to his industry tenure, he holds a bachelor’s degree in finance and an MBA in finance from the University of Missouri.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.76 trillion as of March 31, 2026. Additional information is available at raymondjames.com.