Financial planning and beyond

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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 Colville

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • IL
    • MA
    • MD
    • MI
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TX
    • VT
    • WA

    David Colville joined UBS Financial Services in 2005 and has over 35 years of experience in the financial services industry. He specializes in assisting high-net-worth families/individuals achieve their financial goals.

    David‘s expertise is advising clients on complex issues including investment management strategy and portfolio management, capital preservation, wealth transfer, retirement planning and education funding. In addition, he has extensive experience in credit and fiduciary matters.

    Prior to joining UBS, he was a Vice President with the JPMorgan Private Bank where he served as a trusted financial advisor to high-net-worth client relationships. In this position, he had a specific focus on providing wealth management solutions for owners of privately-held companies. Before joining JPMorgan in 1997, he worked for Fleet Bank and The Bank of New York in their respective private banks. David started his career in commercial banking.

    David received his B.A. in economics from Macalester College, St. Paul, MN. He has completed numerous continuing education courses in the investment and fiduciary field and has completed the CFP program at NYU. He and his wife have two adult children and reside in Flourtown, PA.

      • Macalester College, St. Paul, MN, B.A. in Economics
      • Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
      david.colville@ubs.com
      David Colville
      1285 Avenue Of The Americas,New York,NY,10019
    • John Timpson's Photo

      John Timpson

      Client Associate

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          • University of Michigan, Ann Arbor, B.A. in Economics
            1285 Avenue Of The Americas
            New York, NY 10019
            john.timpson@ubs.com
            John Timpson
            1285 Avenue Of The Americas,New York,NY,10019
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          UBS Year Ahead 2025

          Roaring 20s: The next stage

          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

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