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

      Registered Client Associate

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
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      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

        • 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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        The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

        Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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