Building Trusting Relationships
Daniel has always been intrigued with what holds things together. As a psychology major, he was interested in the fabric that holds individuals together. As a tax attorney, he recognized the importance of law and taxes in holding societies and financial systems together. As market leader for U.S. Bank Private Wealth Management in Arizona and Nevada, he is interested in what holds teams together to help them serve their clients with integrity and a multifaceted planning approach.
Daniel believes that success in wealth management comes from a “planful mindset.” To back this up, he authored an internal planning handbook for U.S. Bank wealth-planning professionals. “Instead of selling a product or service, planning provides a multifaceted approach covering all aspects of wealth — investment management, trust and estate planning, business succession, banking and family dynamics.” He stresses the importance of personal interactions in wealth transition. “It’s such an important part of the wealth puzzle.”
Daniel offers clients a wide breadth of experience from his diverse and varied background. Originally from Long Island, New York, Daniel was steeped in the strong work ethic and discipline of his father, a successful neurologist who grew up in Kashmir and practices medicine on Long Island, and the open-heartedness and compassion of his Italian-American mother from the Bronx, New York.
Coming to U.S. Bank from Wells Fargo Bank in Scottsdale, Arizona, Daniel previously worked at the law firm of Twomey Latham Shea Kelley Dubin & Quartararo, LLP, on Long Island, New York, and the Boston-based Excel Capital Grp, LLC. Over the course of his career, he developed an expertise in estate planning, wealth transition, business succession planning, asset protection planning and private client taxation.
Education and community involvement
Daniel is a member of the State Bar of Arizona and the New York State Bar. He belongs to the Central Arizona Estate Planning Council, the American Bar Association and the New York State Bar Association. He also serves on the board of Serenity Star, a 501(c)3 charity in Austin, Texas, that helps family systems recover and heal from addictions by providing life-skill development and work programs.
Daniel Wani, Market Leader, Arizona & Nevada
480.494.8346 | firstname.lastname@example.org