David C. Grosek
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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
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NM
  • NY
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

David C. Grosek

Education

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

Credentials

  • Wealth Advisor

David C. Grosek

One Post Office Square
33rd Floor
Boston, MA 02109

Email Me

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

david.grosek@ubs.com
David C. Grosek
One Post Office Square,Boston,MA,02109

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
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NM
  • 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
33rd Floor
Boston, MA 02109

Email Me

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

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 06/30/2024

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UBS is a leading and truly global wealth manager

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