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.

International Space Station

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

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • KY
    • 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.

      • 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 Client Associate

      • image
      • image
      • 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
      Three generations in apple orchard

      Turn possibilities into a plan

      House View Monthly

      Mountain climbers on peak at sunrise

      A leading global wealth manager

      UBS Year Ahead 2025

      Roaring 20s: The next stage

      Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

      A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

      Read the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

      Insights