UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
10yrs
Daniel Braun
Financial advisor at Westwood Wealth Management
Daniel Braun has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Dallas, Texas. Daniel has been with Westwood Wealth Management since 2026; before that, Daniel spent less than a year at Westwood Management and a year at Strategic Advisers. Daniel holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office200 Crescent Court Suite 1200, Dallas, TX 75201
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee
Typical client at the firm ?$679,769
Advisors at the firm8
States licensed ?1 state
Services through Westwood Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowWestwood Wealth ManagementCurrent firm
- Jul 2026 – Jul 2026Westwood Management CorpPreviously
- Mar 2025 – Jun 2026Strategic Advisers LLCPreviously
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2019 – Aug 2020Pruco Securities, LLC.Previously
Contact Daniel
(214) 756-6900Westwood Wealth Management main office 200 Crescent Court Suite 1200Dallas, TX 75201Office · Get directions LinkedIn pageWestwood Wealth Management
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Westwood Wealth Management at (214) 756-6900 and ask for Daniel Braun. Daniel works from the Dallas, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Westwood Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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