U.S. Bank Wealth Management, ranked among the top 25 U.S. wealth managers, has announced that Daniel G. Wani has been named managing director of trust and wealth planning for The Private Client Reserve of U.S. Bank. His office is based in Scottsdale and he serves the Phoenix, Las Vegas, San Diego and La Jolla, California, areas.
In his new role, Wani will consult with clients and prospects to assess their financial objectives, creating customized wealth plans and implementing plans based on thorough understanding of client’s personal values, asset growth and wealth transfer goals. Prior to joining The Private Client Reserve, Wani was a senior wealth planning strategist for Wells Fargo.
Wani is a member of the State Bar of Arizona and the New York State Bar. He belongs to the Central Arizona Estate Planning Council and the American Bar Association and the New York State Bar Association. He earned his master of laws degree in taxation from New York University School of Law, his juris doctorate from Boston University School of Law and his bachelor’s degree in psychology from Roger Williams University in Bristol, Rhode Island.
