Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
Private Wealth Management
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
![[PWM] Father and daughter running on beach](mediahandler/dynamicmedia/628637/_PWM_ Father and daughter running on beach.jpg)
Senior Vice President–Wealth Management
Private Wealth Advisor, Senior Portfolio Manager
David Louis Levine is a Private Wealth Advisor and Senior Vice President at UBS, and one of the principal advisors of the team. While he works with individuals to help cultivate their wealth, he has a broad array of certifications in private wealth, portfolio investment management, retirement plan consulting, exit planning strategies and overall financial planning. His true strength has been in his collaborative efforts to help create personalized solutions to pursue the financial needs of the clients his team serves.
David takes time to get to know his clients’ needs, desires and concerns, while balancing risks and returns, and maximizing efficiency. With the wisdom of someone who’s weathered the ups and downs of the markets during more than three decades of financial advisory experience, he helps his clients make investment choices, take tumult in stride and look beyond the day’s noisy news.
David embraces innovation to benefit his clients and their families, quickly and diligently upgrading his skills as needed. In addition, he taps into UBS Private Wealth Management resources to engineer personalized solutions and bespoke advice. He works with clients in a collaborative manner and uses the firms open architecture to provide individually tailored solutions. He loves crafting a truly personalized wealth management plan for each client and sharing his honest, unbiased advice.
Before joining UBS in 2007, David worked at American Express Financial Advisors.
David has been recognized as a Forbes Best-in-State Wealth Advisor many years in a row from 2020-2025.
The 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/designationdisclosures.
Recognized as an industry leader:
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
Senior Vice President–Wealth Management
Private Wealth Advisor, Senior Portfolio Manager
David Louis Levine is a Private Wealth Advisor and Senior Vice President at UBS, and one of the principal advisors of the team. While he works with individuals to help cultivate their wealth, he has a broad array of certifications in private wealth, portfolio investment management, retirement plan consulting, exit planning strategies and overall financial planning. His true strength has been in his collaborative efforts to help create personalized solutions to pursue the financial needs of the clients his team serves.
David takes time to get to know his clients’ needs, desires and concerns, while balancing risks and returns, and maximizing efficiency. With the wisdom of someone who’s weathered the ups and downs of the markets during more than three decades of financial advisory experience, he helps his clients make investment choices, take tumult in stride and look beyond the day’s noisy news.
David embraces innovation to benefit his clients and their families, quickly and diligently upgrading his skills as needed. In addition, he taps into UBS Private Wealth Management resources to engineer personalized solutions and bespoke advice. He works with clients in a collaborative manner and uses the firms open architecture to provide individually tailored solutions. He loves crafting a truly personalized wealth management plan for each client and sharing his honest, unbiased advice.
Before joining UBS in 2007, David worked at American Express Financial Advisors.
David has been recognized as a Forbes Best-in-State Wealth Advisor many years in a row from 2020-2025.
The 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/designationdisclosures.
Recognized as an industry leader:
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
At UBS Private Wealth Management, we believe it’s all about connection. For more than 160 years, we have connected our clients to thought leaders within our firm and throughout the world, and to like-minded peers who share their experiences. This network of experienced professionals and clients informs your thinking, fuels your ambitions and helps you invest for a better world.
$6 trn
UBS Group invested assets
As of 12/31/2024
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
More than 160 years
offering financial advice
Collective years of experience
Assets under management
Investment professionals on the team
