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$2.8 trillion
In invested assets globally
As of 06/30/2022
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
David is known for his dedication to clients and for building long-term relationships. Much of his approach involves educating clients and their families to make sound decisions through all stages of life’s various financial transitions.
With over 14 years of experience, David focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the very best insights, he has earned multiple industry accreditations, including the Chartered Financial Consultant® (ChFC®) and Certified Divorce Financial Analyst® (CDFA®) designations and the Certified Financial Planner™ (CFP®) certification. David earned a B.S. in Finance from Excelsior College in New York.
David grew up in Australia and moved to the U.S. in 1995. He proudly holds both U.S. and Australian citizenship.
Outside of work, David is an avid runner and is actively involved in promoting youth running in Sarasota County. He "runs" a youth running group with 140+ underserved youth, which promotes healthy lifestyles, character development and values through running.
David and his wife Jodi live in Sarasota with their two sons, Lucas and Ryan.
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
Credentials
Senior Vice President–Wealth Management
David is known for his dedication to clients and for building long-term relationships. Much of his approach involves educating clients and their families to make sound decisions through all stages of life’s various financial transitions.
With over 14 years of experience, David focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the very best insights, he has earned multiple industry accreditations, including the Chartered Financial Consultant® (ChFC®) and Certified Divorce Financial Analyst® (CDFA®) designations and the Certified Financial Planner™ (CFP®) certification. David earned a B.S. in Finance from Excelsior College in New York.
David grew up in Australia and moved to the U.S. in 1995. He proudly holds both U.S. and Australian citizenship.
Outside of work, David is an avid runner and is actively involved in promoting youth running in Sarasota County. He "runs" a youth running group with 140+ underserved youth, which promotes healthy lifestyles, character development and values through running.
David and his wife Jodi live in Sarasota with their two sons, Lucas and Ryan.
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
Credentials
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.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
