Insight-based advice

Team

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
    • MA
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Doug began his career in the financial industry over 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.

    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

    • San Diego State University, Undergraduate degree in Business-Finance
    • CERTIFIED FINANCIAL PLANNER®
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
    douglas.cosgrove@ubs.com
    Douglas Cosgrove
    888 San Clemente Drive,Newport Beach,CA,92660
  • Jon T. Dunavold Profile Picture

    Jon T. Dunavold

    Senior Registered Client Associate

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    • AZ
    • CA
    • CO
    • CT
    • ID
    • ME
    • MT
    • NC
    • NH
    • OH
    • WA

    Jon has 26 years experience in the financial industry with the last 24 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.
      • CERTIFIED FINANCIAL PLANNER®
      888 San Clemente Drive
      Suite 300
      Newport Beach, CA 92660
      jon.dunavold@ubs.com
      Jon T. Dunavold
      888 San Clemente Drive,Newport Beach,CA,92660
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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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