DAN HINTZ
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Dan Hintz is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Dan Hintz - CEPA - Morgan Stanley - Carmel, Indiana, city=Carmel, display_country=United States, hs_object_source_label=IMPORT, url_slug=dan-hintz, lname=Hintz, designations=[CEPA], hs_object_source_id=33515873, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20AUGUST%202022/HINTZ-DAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-August-2022.pdf, hs_created_by_user_id=48998728, hs_createdate=1679583732606, cohortium_profile_title=Dan Hintz | Senior Vice President, Financial Advisor at Morgan Stanley | CEPA Connect Member, state=Indiana, hs_was_imported=true, id=5660988416, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Dan Hintz, email=daniel.hintz@morganstanley.com, cohortium_meta_description=Connect with Dan Hintz, a specialized Wealth Manager working with UBS Financial Services based in Indiana. Credentials include: CEPA., associated_contact_record_id=15448151, website=https://advisor.morganstanley.com/daniel.hintz, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20AUGUST%202022/4094_Hintz_CEPA-Certificate-2022-August.pdf, is_editable=editable, url_slug_2=dan-hintz, impersonate_user_url=https://exit-planning-institute.org/member-detail/dan-hintz?impersonation=true, full_name=Dan Hintz, hs_lastmodifieddate=1765473825395, phone=(317) 513-9296, company_name=Morgan Stanley, name=Dan, hs_object_id=5660988416, associated_resources=0, hs_object_source=IMPORT, postal_code=46032, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=75982017}
- Advisor Type: Wealth Manager
- Website:
https://advisor.morganstanley.com/daniel.hintz - Phone: (317) 513-9296
- City: Carmel
- State: Indiana
- Postal Code: 46032
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Morgan Stanley
