Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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David C. Grosek

Senior Vice President–Wealth Management

Dave is a Senior Vice President - Wealth Management with UBS Financial Services, Inc. where he is among a select group of advisors who has attained the certification of Wealth Advisor. In addition to his role as a Financial Advisor, Dave served as a member of the Boston branch management team from 2007 to 2012. Prior to joining UBS, he was a Vice President and Financial Advisor with Merrill Lynch. Before entering the financial services industry, he was an attorney for more than six years with a focus in structured finance. A graduate of Duke University and Vanderbilt University School of Law, Dave is married with two children.

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • J.D., Vanderbilt University School of Law
  • B.A. Public Policy Studies , Duke University

Credentials

  • Wealth Advisor
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 261-1144

Email Me

David C. Grosek is also part of:
The SGR Group

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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