A plan for today, tomorrow and generations to come

Three generations in the front yard

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Three generations in front yard

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    David Beechler

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • FL
    • HI
    • IL
    • MA
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TX

    David has over 30 years of industry experience that spans turbulent market cycles and challenging investment environments. He brings exceptional knowledge and understanding to the advice he provides on clients' long-term needs and objectives. David is extremely thorough in taking the time to truly know and understand his clients and their motivations. His personalized approach to wealth management and ability to find the right solution for each individual has enabled him to build longstanding relationships with his clients and to be trusted by families.

    David joined UBS in 2011 after a successful career at Morgan Stanley, Citicorp and Fidelity Investments. 

    He has a bachelor's degree from Michigan State University. 

    David is FINRA-registered and holds Series 7, Series 6, Series 31, Series 63 and Series 65 securities licenses. 

     

     

      • Michigan State University, Bachelor's Degree
      • Senior Portfolio Manager
      299 Park Avenue
      New York, NY 10171
    • Ronald Hamlin

      Ronald Hamlin

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • FL
      • IL
      • MA
      • MD
      • MI
      • NC
      • NJ
      • NM
      • NY
      • PA
      • TX
      • VA

      Ron has spent over 35 years in the financial services industry and has seen a number of different market cycles and economic conditions. He uses this insight to look at client portfolios from a perspective of prudence and preservation. He still serves many of his earliest relationships, including families with over three generations.

      Ron has provided ultra high net worth individuals and families with investment advice , focusing on asset allocation strategies that emphasize municipal fixed income instruments. He has spent decades developing and refining methods for trading in stocks across multiple time frames. He takes the long view in building relationships, knowing the value of consistent, disciplined stewardship over time.

       Ron joined UBS in 2011 after 9 years at Morgan Stanley and prior tenures at Fidelity Investments, Citicorp & Merrill Lynch.

       He is FINRA-registered and hold Series 7, Series 63 and 65 securities licenses.

          • Senior Portfolio Manager
          299 Park Avenue
          New York, NY 10171
        • Sunita Gill

          Sunita Gill

          Authorized Officer

          Client Associate

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          • CA
          • CT
          • FL
          • HI
          • IL
          • MA
          • ME
          • MI
          • NC
          • NJ
          • NY
          • OH
          • PA
          • SC
          • VA

          Sunita serves as a Registered Client Associate to handle the team's wealth management operations. She is a dedicated relationship builder and is committed to creating an exceptional experience for each client. Her role is vital to the implementation of the financial planning, investment and marketing processes.

          Sunita's family comes from a prominent banking background and clients find that wealth management is second nature to her. Sunita's career began at GE Capital in a joint venture to set up the first consumer finance company in India. She has been working with high net worth clients for over ten years, first at JP Morgan Chase bank and now with UBS.

          Sunita graduated from Rider University in Lawrenceville, NJ with a double major in Finance and International Management. She went on to do her MBA from the Thunderbird School of Global Management in Glendale, AZ where she majored in International Management.

          Sunita is FINRA-registered and holds Series 7, Series 6 and Series 63 securities licenses.

            • Rider University in Lawrenceville, NJ, double major in Finance and International Management
              299 Park Avenue
              New York, NY 10171

            Backed by the strength of UBS

            A global leader in wealth management

            World's best bank

            for wealth management

            Euromoney Award for Excellence, 2020-2022

            $3.9 trillion

            In invested assets globally 
            As of 12/31/2022

            Financial strength

            Driving confidence.
            Aa3 (stable) Moody’s
            A+ (stable) Standard & Poor’s

            UBS AG, long-term senior secured debt rating. As of 12/31/2022