Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop

David Hodges

Vice President–Investments

CERTIFIED FINANCIAL PLANNER™

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MN
  • NY
  • OH
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
  • Wealth Advisor
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4152

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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Tree

UBS and Credit Suisse—stronger than ever

Wealth, from your point of view

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.

Backed by the strength of UBS

A global leader in wealth management

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2022

#1

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

More than 150 years

offering financial advice

Insights