Now is the time to plan your future

Cropped team Photo

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.

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • David Everts

    David Everts

    Senior Vice President–Wealth Management

    Financial Advisor

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    Both
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WY

    Dave was born and raised in Boston, Massachusetts. Later, he attended Babson College, graduating in 1979 with a degree in Marketing. Upon graduation, Dave received formal investment business training at Johnson & Johnson. He then joined UBS in June of 1985.

    As one of the founding members of the SoundView Advisors, Dave brings over 35 years of wealth management experience, specifically in the areas of Fixed Income, Financial Planning, Philanthropy and Asset Allocation. Clients place a high level of trust in Dave and the team to provide sound, open-minded financial advice not to only them, but those closest to them

          55 William Street
          3rd Floor
          Wellesley, MA 02481
        • John Garrity

          John Garrity, ChFC, CRPC

          First Vice President–Wealth Management

          Portfolio Manager

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          RankCredential
          • AK
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NH
          • NJ
          • NY
          • OH
          • OK
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA

          As a co-founder and Chartered Financial Consultant, John brings over 30 years of industry experience to the SoundView Advisors. John holds the designation of Chartered Retirement Planning Counselor giving him the experience and knowledge needed to focus on the retirement planning needs of high net worth individuals, families, and small business. His core investment philosophy of Income and Growth has helped many clients successfully navigate towards and through retirement.

           

          John served as a long time board member and coach of youth sports in Newton, including boys and girls soccer . He and his wife, Mary Ann, who works in the Newton Public Schools, like spending time with their three adult children, especially on Cape Cod

           

           

              • Portfolio Manager
              • Chartered Financial Analyst®
              • Chartered Retirement Planning Counselor℠
              55 William Street
              3rd Floor
              Wellesley, MA 02481
            • Josh Haveles

              Joshua Haveles, CFP

              Financial Advisor

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              Both
              • AK
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • IL
              • IN
              • LA
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • NC
              • NH
              • NJ
              • NY
              • PA
              • RI
              • SC
              • TX
              • VA
              • VT
              • WA
              • WY

              As a co-founder of the SoundView Advisors, Josh brings years of financial planning, portfolio construction, estate planning and client service to the practice. He believes each client relationship should start with a written-out, easy to understand plan that will serve as the cornerstone for the years to come. Josh works closely with individuals, multi-generational families, business owners and philanthropic entities.

              Josh is a graduate of Providence College in Providence, RI. He currently resides in Framingham with his wife, Holly, and young daughter.

                  • CERTIFIED FINANCIAL PLANNER™
                  55 William Street
                  3rd Floor
                  Wellesley, MA 02481
                • Amy Goyette

                  Amy Goyette, AWMA, CFP

                  Wealth Management Associate

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                  • MA

                  Amy joined UBS in 2011.  As a Wealth Management Associate, Amy focuses on relationship management along with the financial planning needs of our clients.  She helps our clients create their own unique and customized financial plan.  She also provides operational support to the team facilitating good communication and dedicated client service.

                  Amy has 20 year of experience in the financial services field beginning at Merrill Lynch in 1997. Amy is a CERTIFIED FINANCIAL PLANNER™ and she has also obtained the professional designation of Accredited Wealth Management Advisor, AWMA®. Amy is also Series 7 and 66 registered.  She received her BA in Finance from St. Anselm College.

                  Amy and her husband Kevin have two children and live in Westborough, Massachusetts

                      • Accredited Wealth Management Advisor℠
                      • CERTIFIED FINANCIAL PLANNER™
                      55 William Street
                      3rd Floor
                      Wellesley, MA 02481

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    UBS Wealth Way

                    UBS Wealth Way

                    A way forward

                    Understanding your life, your wealth and what you want to accomplish.

                    We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                    Let's talk about how we can help you plan for the life you want

                    Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $3.3 trillion

                    In invested assets globally 
                    As of 12/31/2021

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager