Your financial life

Advice that looks beyond your portfolio

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

Start the conversation

Building generational wealth for clients like you through deeper relationships and proactive planning.
- Cody Flatt UBS

Meet the People Behind Your Plan

Committed to guiding you with thoughtful planning and personalized care.

Cody Flatt

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With nearly two decades of experience, Cody serves high net worth individuals and families through a disciplined, planning‑driven approach. He helps clients make confident decisions by delivering sophisticated strategies designed to grow and preserve wealth across generations.

Cody joined UBS to leverage the firm’s global capabilities, advanced technology, and broad resources to further strengthen his advisory practice and support increasingly complex client needs. His focus on comprehensive planning, efficiency, and long‑term partnership allows him to provide forward‑looking advice while maintaining a highly personalized experience.

He is committed to continuous growth—for both his clients and his practice—and approaches every relationship with a long‑term perspective grounded in trust and alignment.

Outside the office, Cody enjoys time with his wife, Lynn, and their sons, Jack and Peter. The family divides their time between the Quad Cities and Scottsdale, Arizona.
Financial planning

Retirement planning

Investing

Alternative investments

Professional athletes

Multi-generational families

5515 Utica Ridge Road
Suite 200
Davenport, IA 52807

cody.flatt@ubs.com

Cody Flatt

5515 Utica Ridge Road,Davenport,IA,52807
Adam Link

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Since entering the financial services industry in 2016, Adam has played a key role in supporting a coordinated, planning‑focused wealth management practice. Adam brings a well‑rounded background spanning advisory, operations, and relationship management.

Having begun his career as an advisor before transitioning into operations, he offers a perspective that helps ensure clients receive both thoughtful guidance and an efficient experience. He partners closely with clients and advisors to strengthen relationships, enhance planning engagement, and support the team’s ongoing growth. Prior to finance, Adam spent five years in education, which continues to shape his client‑first approach. He is committed to helping clients understand their strategies, believing clarity is essential to long‑term success.

Outside of work, Adam enjoys time with his wife, Sara, their two daughters, and their dog, Poppy.
Banking

Financial planning

Education planning

Multi-generational families

5515 Utica Ridge Road
Suite 200
Davenport, IA 52807

adam.link@ubs.com

Adam Link

5515 Utica Ridge Road,Davenport,IA,52807

Cody Flatt

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
With nearly two decades of experience, Cody serves high net worth individuals and families through a disciplined, planning‑driven approach. He helps clients make confident decisions by delivering sophisticated strategies designed to grow and preserve wealth across generations.

Cody joined UBS to leverage the firm’s global capabilities, advanced technology, and broad resources to further strengthen his advisory practice and support increasingly complex client needs. His focus on comprehensive planning, efficiency, and long‑term partnership allows him to provide forward‑looking advice while maintaining a highly personalized experience.

He is committed to continuous growth—for both his clients and his practice—and approaches every relationship with a long‑term perspective grounded in trust and alignment.

Outside the office, Cody enjoys time with his wife, Lynn, and their sons, Jack and Peter. The family divides their time between the Quad Cities and Scottsdale, Arizona.
Financial planning

Retirement planning

Investing

Alternative investments

Professional athletes

Multi-generational families

5515 Utica Ridge Road
Suite 200
Davenport, IA 52807

cody.flatt@ubs.com

Cody Flatt

5515 Utica Ridge Road,Davenport,IA,52807
Adam Link

Associate Director

Senior Wealth Strategy Associate
View bio
- AK
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Since entering the financial services industry in 2016, Adam has played a key role in supporting a coordinated, planning‑focused wealth management practice. Adam brings a well‑rounded background spanning advisory, operations, and relationship management.

Having begun his career as an advisor before transitioning into operations, he offers a perspective that helps ensure clients receive both thoughtful guidance and an efficient experience. He partners closely with clients and advisors to strengthen relationships, enhance planning engagement, and support the team’s ongoing growth. Prior to finance, Adam spent five years in education, which continues to shape his client‑first approach. He is committed to helping clients understand their strategies, believing clarity is essential to long‑term success.

Outside of work, Adam enjoys time with his wife, Sara, their two daughters, and their dog, Poppy.
Banking

Financial planning

Education planning

Multi-generational families

5515 Utica Ridge Road
Suite 200
Davenport, IA 52807

adam.link@ubs.com

Adam Link

5515 Utica Ridge Road,Davenport,IA,52807

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Financial strength

Driving confidence.
A- Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2025

More than 160 years

offering financial advice

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.

March 05, 2026

Your financial life

A planning-based approach with an emphasis on risk management

Meet the People Behind Your Plan

Cody Flatt

Adam Link

Cody Flatt

Adam Link

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Turn possibilities into a plan

House View Monthly

A leading global wealth manager

Insights

Your financial life

A planning-based approach with an emphasis on risk management

Meet the People Behind Your Plan

Cody Flatt

Adam Link

Cody Flatt

Adam Link

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Education

Credentials

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Education

Credentials

*

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

Turn possibilities into a plan

House View Monthly

A leading global wealth manager

Insights

*

Start the conversation

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