Let's move forward. Together.

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.

Co-workers in a lobby

David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

I began my career in one of the equity market’s more tumultuous periods —and over the past 30 years, I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 17 years at American Express Financial Advisors. UBS has provided me and my clients the resources of the world’s largest wealth management firm without the demands of using proprietary products and services. Objectivity for fee-based advisors is extremely important, and UBS has proved to be the right choice for me and my clients.

I bring clients considerable financial insight and a commitment to formulating investment strategies from a “macro” perspective through a very tailored financial planning process designed to meet the clients’ specific needs and goals. Building from UBS’s open architecture investment platform, I provide investment, financial, retirement and estate planning strategies to a range of clients, typically executives, business owners and other professionals approaching retirement. In addition, I have been instrumental in helping other individuals and families who have had unusually unique situations that needed a high level of attention to detail and services.

My expertise comes not only in analyzing an investor’s goals, requirements and preferences and fashioning a portfolio that appropriately reflects the investor’s risk/reward profile, but also bringing in other consultants of the clients that may be required (e.g., tax advisors, accountants and attorneys) to properly establish investment and other financial strategies that allow us to personally gain a deeper understanding of our client's needs and to plan for the unforeseen.  This has allowed me to emphasize my passion and drive to help others avoid common life planning and investment mistakes. This is particularly important as an investor’s financial needs, such as retirement and estate planning, grow more complex.

California Department of Insurance License #0M96379

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Financial Consultant
  • Chartered Life Underwriter®
  • Senior Portfolio Manager
100 Field Point Road
Greenwich, CT 06830
  • (203) 862-2121

Email Me

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.

Backed by the strength of UBS

A global leader in wealth management

More than 150 years

offering financial advice

#1

Family office services

Euromoney Private Banking and Wealth Management Survey, 2021

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2022

Insights