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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
David is a Senior Vice President and has been a financial advisor for high net worth families for over 30 years. He joined UBS in 1999 after spending 12 years with Merrill Lynch in Kansas City, Missouri. Since joining UBS, David has earned the Certified Private Wealth Advisor (CPWA®) designation as well as becoming one of a small number of UBS Financial Advisors nominated for, and earning, the UBS Wealth Advisor designation. David focuses on comprehensive wealth management and investment planning services. He is very attuned to and dedicated to the specialized needs of high net worth clients. David holds the series 7, 31, 63 and 65 securities licenses. He received his bachelor's degree in finance from Kansas State University. David and his wife, Angela, live in Oxford, Michigan.
California Insurance License 0E95983
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Lets connect
David is a Senior Vice President and has been a financial advisor for high net worth families for over 30 years. He joined UBS in 1999 after spending 12 years with Merrill Lynch in Kansas City, Missouri. Since joining UBS, David has earned the Certified Private Wealth Advisor (CPWA®) designation as well as becoming one of a small number of UBS Financial Advisors nominated for, and earning, the UBS Wealth Advisor designation. David focuses on comprehensive wealth management and investment planning services. He is very attuned to and dedicated to the specialized needs of high net worth clients. David holds the series 7, 31, 63 and 65 securities licenses. He received his bachelor's degree in finance from Kansas State University. David and his wife, Angela, live in Oxford, Michigan.
California Insurance License 0E95983
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Lets connect
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Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
