Let's move forward. Together.

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.

Retired couple

David Marshall, CFP, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Since 1998, I have enjoyed working with individual investors to develop comprehensive financial plans and investment portfolios that reflect each client's personal profile and investment objectives. 

I received my Master in Business Administration (MBA) at the William E. Simon Graduate School of Business at the University of Rochester, with concentrations in finance, corporate accounting and strategy and received a Bachelor of Arts from St. Bonaventure University.  

In 2018, I completed the Certified Private Wealth Advisor® certification program through the Investment & Wealth Institute and in 2005 I obtained the CERTIFIED FINANCIAL PLANNER™ certification. 

In the community, after several years on the Planning & Zoning Board of Appeals, in 2023, I was elected to the Board of Trustees in the Village of Pittsford. 

Prior to public service, I volunteered and was a member of the Board of Directors and treasurer at the Montessori School of Rochester (7/31/2015-7/31/2019); a school dedicated to allowing children the freedom to fulfill their natural curiosity and desire to learn.  I was also a member of the Simon Alumni Board (1/1/2016-11/31/2019); working closely with leadership to support student and alumni engagement.

Currently I live in the Village of Pittsford with my wife Holly and our two children, Gray and Emerson.  We are an active family, and spend time together skiing, reading, on the tennis courts, playing board games, and traveling.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • MA
  • MD
  • ME
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA


  • Bachelor of Arts, St. Bonaventure University
  • Master of Business Administration, William E. Simon Graduate School of Business at the University of Rochester


  • Certified Private Wealth Advisor
  • Wealth Advisor

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

Financial planning
Retirement planning
Legacy planning
Exit planning
Business Owners
Lending services
Corporate executives
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4543

Email Me

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager