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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
David is in his third decade of developing and managing investment strategies for clients. His focus is to work in close collaboration with you, to help you gain the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve...now and in the future.
Personal & Community
David holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0512985.
Education
First Vice President–Wealth Management
David is in his third decade of developing and managing investment strategies for clients. His focus is to work in close collaboration with you, to help you gain the financial freedom and flexibility to live the lifestyle you have worked so hard to achieve...now and in the future.
Personal & Community
David holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0512985.
Education
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.
$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
