Financial planning and beyond

Pencil and ruler on blueprints

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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    • AZ
    • CA
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    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
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    • RI
    • TX
    • UT
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    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 Montclair, NJ

      • Macalester College, St. Paul, MN, B.A. in Economics
      • Wealth Advisor
      1285 Avenue Of The Americas
      New York, NY 10019
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      Robert Loughlin

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • DC
      • FL
      • GA
      • IL
      • IN
      • MA
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • UT
      • VA
      • WI

      I began my banking career with Citibank in 1982, working in the retail bank. In 1991, I became a registered representative in the brokerage industry and over the past 29 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 15 years at Smith Barney and it's predecessor firm Shearson Lehman Brothers.

      As a Senior Portfolio Manager and Wealth Advisor who manages fee based portfolios, I work closely with high net worth individuals and families in formulating asset allocation strategies tailored for their current needs, long term goals and risk tolerance. A key concept for meeting my clients objectives is the development of a detailed financial plan (Goals, Retirement, Education, and Philanthropy.) based upon current and projected circumstances.

      My approach with clients is global and also extends beyond traditional equity and fixed income assets to precious metals, energy, agriculture, foreign currency and alternative investments. I am FINRA-registered and hold Series 7 and 63 securities licenses and licenses for life, accident and health insurance and variable annuities as well as a managed futures license. My bachelor's degree, summa cum laude is from the University of Bridgeport. I have also received extensive internal training in portfolio management while at Smith Barney and have earned the Wealth Advisor designation at UBS. My wife and I live in Bronxville New York.

        • University of Bridgeport, Bachelor's degree, summa cum laude
        • Senior Portfolio Manager
        • Wealth Advisor
        1285 Avenue Of The Americas
        New York, NY 10019
      • Kyle Ritchie

        Kyle Ritchie

        Client Associate

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        • AZ
        • CA
        • CT
        • DC
        • DE
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        Kyle Ritchie joined UBS Financial Services in 2018 and has 4 years of experience in the financial services industry. Kyle started his career as a research investment analyst intern at Fenimore Asset Management, with a primary focus of analyzing small to mid-sized companies listed on the US exchanges for investment.

        In 2017, he joined AXA Advisors, LLC where he expanded his focus by providing insurance and retirement solutions to professionals in the greater NYC area. After 1 year with AXA Advisors, LLC, he joined the 'insert team name' at UBS located in mid-town Manhattan.

        Kyle is currently a registered client service associate and works on a team that specializes in assisting high net worth families and individuals with meeting their financial goals. His role on the team begins with the client onboarding process and extends to cultivating existing relationships through professional client service. He assists clients with a range of services including opening accounts, entering trades, initiating funds transfers, organizing periodic reviews and monitoring account activity.

        Kyle received his B.S. in Finance from Siena College, Loudonville, NY. He holds a Series 7, Series 63 and Life Accident, & Health Insurance license. He currently reside in White Plains, NY.

          • Siena College, Loudonville, NY, B.S. in Finance
            1285 Avenue Of The Americas
            New York, NY 10019

          What did the Fed say?

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          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

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