Experience

David Louis Levine is a Private Wealth Advisor and Senior Vice President at UBS. 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 five years in a row from 2020-2024.

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.

Laura Boretsky is a seasoned professional with over 22 years of experience in the financial services industry. As a Senior Wealth Strategy Associate, Laura oversees and assists in all day to day activities, client administration and operational support, as well as the implementation of investment plans ensuring the highest level of personalized service to each client. She is dedicated to building strong relationships by actively listening to clients' unique stories, lifestyles, understanding their financial goals, preferences, and concerns. Laura's commitment to maintaining open lines of communication ensures that clients feel valued and supported throughout their financial journey.

Her financial knowledge, organizational abilities, communication, problem solving abilities and interpersonal skills add tremendous value to the team. Whether assisting with inquiries, providing timely updates, coordinating wealth management, or supporting tax and estate planning, Laura strives to create a seamless and positive experience that fosters trust and confidence in the services provided.

Laura attended the Academy for Business Careers and Post University.  In her personal life, Laura is an avid reader who enjoys traveling and spending time at the beach. She resides in Shelton, CT with her yellow lab, AJ, and two cockapoos, Max and Lexi. Laura is also a proud mother of four children, Kaitlynn, Andrew, Julia, and Megan, and a grandmother to two beautiful grandchildren, Ella and Brooks

Aidan Zacchia is a Client Associate at UBS, where he supports the delivery of comprehensive wealth management solutions and personalized client service. With a background in finance and a strong focus on operational efficiency, Aidan plays an integral role in maintaining client relationships and ensuring seamless day-to-day support.

Aidan earned his degree in Finance from the University of Rhode Island, where he developed a strong foundation in capital markets, investment principles, and financial analysis. Prior to joining UBS, he gained experience working in his family’s business, sharpening his skills in entrepreneurship, financial planning, and client communication.

Aidan lives in Trumbull, Connecticut. Outside of work, he enjoys traveling and following baseball. He is passionate about helping clients meet their long-term goals through thoughtful financial planning and responsive service.