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.  The CPWA® certification is a program for financial planners and advisors who work with high and ultra-high net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.  In 2005, I received the CFP® (CERTIFIED FINANCIAL PLANNERR®) designation, awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet rigorous education, examination, experience and ethics requirements. 

In the community, I was recently appointed to the Planning & Zoning Board of Appeals in the Village of Pittsford. 

Prior to my appointment with the Village Board, I volunteered and was a member of the Board of Directors and treasurer at the Montessori School of Rochester; 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; 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.  My hobbies include ice hockey, reading, tennis, playing with the kids, and travel.

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

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • 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
Investing
Legacy planning
Exit planning
Business Owners
Lending services
Corporate executives
400 Linden Oaks
Rochester, NY 14625
  • (585) 218-4543

Email Me

Focus on liquidity management

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Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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As of 11/07/2023

51 countries

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