Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Client Associate
Education
Client Associate
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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