Daniel Ladner Senior Vice President - Wealth Management Daniel Ladner, CPM®, is Senior Vice President - Wealth Management - at a financial services firm, providing tailored investment advice for more than 17 years with the company. With more than a century of history and a global presence spanning across the U.S., Ladner’s firm draws on global resources and local expertise to help clients manage wealth, navigate complex markets, and plan for long-term success. Through economic cycles and market shifts, his firm has demonstrated enduring stability, trusted relationships, and a commitment to helping clients achieve their goals with confidence.