Cosgrove Wealth Management
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Experience

Makes all the difference

Cosgrove Wealth Management has been a family operation that began in 1969 and during those more than 50 years we have experienced many economic cycles and investment challenges. Our approach has always been to rely on our knowledge and experience of the markets to navigate the complexities of the financial world. This combined with our personalized service and commitment to the client has resulted in relationships that have often crossed several generations.

Douglas Cosgrove

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Douglas Cosgrove

Education

  • San Diego State University, Undergraduate degree in Business-Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Douglas Cosgrove

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

Douglas Cosgrove

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

  • San Diego State University, Undergraduate degree in Business-Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

Jon T. Dunavold

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • ID
  • ME
  • MT
  • NC
  • NH
  • OH
  • WA

Jon T. Dunavold

Education

  • University of California, Irvine, B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Jon T. Dunavold

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

Jon T. Dunavold

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • ID
  • ME
  • MT
  • NC
  • NH
  • OH
  • WA

Education

  • University of California, Irvine, B.A.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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