Insight-based advice


Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • DC

    Douglas Cosgrove

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • MA
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • TN
    • TX
    • VA
    • WA
    • WY

    Doug began his career in the financial industry 30 years ago as an analyst for City National Bank. Since 1994, he has worked as a Financial Advisor with UBS Financial Services (formerly PaineWebber). In 2000 he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). Doug received his undergraduate degree in Business-Finance from San Diego State University He enjoys skiing, biking and swimming and is active in the community.

      • San Diego State University, Undergraduate degree in Business-Finance
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
    • Jon T. Dunavold Profile Picture

      Jon T. Dunavold

      Senior Client Associate

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      • AZ
      • CA
      • MT
      • WA

      Jon has 21 years experience in the financial industry with the last 19 at UBS Financial Services, Inc. He earned his B.A. from the University of California, Irvine. Jon is Series 7 and 66 securities licensed as well as licensed for life and variable annuities. His primary focus is providing personalized assistance and satisfaction to clients.

        • University of California, Irvine, B.A.
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660

      Focus on liquidity management

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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.

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