Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.


David Walter Demarest

Senior Vice President–Wealth Management

Registered States:
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MO
  • NM
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WV


  • Masters of Business Administration, Finance and Business, Eastern Kentucky University
  • Bachelor of Business Administration, Finance and Business, University of Kentucky


  • Senior Portfolio Manager
  • Series 7 and 66 licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Exit planning
Business succession
Business Owners
307 South Ashland Avenue
Lexington, KY 40502
  • (859) 335-8120

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth, from your point of view

Advice. Beyond investing.

Business transition and succession planning

Business transition and succession planning

Just 10% of adults in the United States own a business*

Entrepreneurs create solutions to problems other people can’t see or can't solve.

What kind of mindset enables a successful entrepreneur? If you're considering a new business venture, why not step inside the careers of entrepreneurs who have done it and want to share their experiences? And then let's talk.

Bre Pettis
Bre applied his early teaching and artistic skills to leading the creation of the 3D printing industry as founder of MakerBot and author of the viral office poster, The Cult of Done Manifesto. Now, he is building a 21st century manufacturing and innovation center in a 19th century manufacturing town.

*2016 Global Entrepreneurship Monitor United States Report

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager


Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020