An experienced and committed team

David is an accomplished financial professional who has dedicated the past thirty years to reinvesting the dividends of his portfolio management skills directly into the well-being of his clients. His journey began after he graduated from Michigan State when he took inspiration from his father’s love of the markets and dove into the world of wealth management. Relocating to New York City, David honed his expertise in the art of retirement income planning.

With a career that includes notable roles at Fidelity Investments and Morgan Stanley, David's journey has been characterized by a commitment to understanding risk management. His years of experience at UBS have given him a mature view of the market, allowing him to provide clients with the best advice available.

Beyond his financial expertise, David actively engages in mentoring aspiring financial professionals, generously sharing the knowledge and insights accumulated throughout his distinguished career. As a trusted figure in the industry, David continues to shape the future of wealth management, guided by his commitment to client success and the development of the next generation of financial professionals.

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

Ron is a seasoned financial advisor distinguished by a rare and highly sought-after trait : he approaches each client with the same level of care he would dedicate to managing his own mother’s finances. Beyond his compassionate heart, Ron's 37-year career is marked by an impressive blend of experience and expertise. His proficiency extends to fixed-income and annuity instruments, complemented by decades of developing and refining stock trading strategies across various time frames.

Educated at Baruch College and the New York Institute of Finance, Ron's professional journey has woven through prestigious firms such as Merrill Lynch, Citigroup, and Fidelity Investments. Twelve years ago, alongside David, Ron made a significant transition from Morgan Stanley to UBS, establishing their professional home ever since.

What sets Ron apart is not just his technical prowess but his ability to provide tailored advice, particularly in complex and uncertain times. Clients value Ron's unique care, recognizing the distinctive quality that sets him apart. Many have chosen to follow him from firm to firm, with some remaining loyal for over 31 years.

Ron's commitment goes beyond financial acumen; it's about fostering lasting relationships based on trust and personalized attention. As he continues to contribute to the success of his clients at UBS, Ron looks forward to the ongoing journey of financial well-being with the same care and expertise that has defined his remarkable career.

Ron is FINRA-registered and holds Series 7, Series 63 and Series 65 securities licenses.

Sunita Gill stands as a dedicated advocate for financial well-being, boasting a rich 20-year history in the industry.  She holds an undergraduate degree in finance and international management from Rider University in New Jersey.  

Further enriching her expertise, Sunita earned an MBA with a focus on international management from the prestigious Thunderbird School of Global Management in Arizona.

From pioneering consumer finance in India at GE Capital to a decade as a private client banker at JPMorgan Chase, Sunita's journey has been marked by unwavering integrity and a commitment to her clientele.  Clients trust Sunita not just for her expertise but also for her unwavering reliability, describing her as a beacon of support that brings peace into their lives by consistently delivering on their requests.

Drawing on her acute understanding of financial intricacies, Sunita navigates clients through market complexities, ensuring their goals are not just met but exceeded.

Sunita Gill is not just a financial advisor; she's a partner in your financial journey, committed to shaping a future where financial goals are achieved with confidence and clarity.

Sunita is FINRA-registered and holds Series 7, Series 6, Series 63 and Series 66 securities licenses.