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

Makes all the difference

Laura Boretsky

Authorized Officer

Senior Wealth Strategy Associate

Laura has been working in the financial services industry for over 19 years. She oversees client administration and client operational support. Laura attended the Academy for Business Careers and Post University. In her personal life, she has four children; Kaitlynn, Andrew, Julia, and Megan. Laura is an avid reader and loves spending time traveling and at the beach. She resides in Shelton, CT with her husband, John.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • IL
  • KY
  • MA
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA

Laura Boretsky

8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

Laura Boretsky

Authorized Officer

Senior Wealth Strategy Associate

Laura has been working in the financial services industry for over 19 years. She oversees client administration and client operational support. Laura attended the Academy for Business Careers and Post University. In her personal life, she has four children; Kaitlynn, Andrew, Julia, and Megan. Laura is an avid reader and loves spending time traveling and at the beach. She resides in Shelton, CT with her husband, John.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • IL
  • KY
  • MA
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

laura.boretsky@ubs.com
Laura Boretsky
8 Wright Street,Westport,CT,06880

Zacchia, Aidan

Client Associate

Zacchia, Aidan

8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

Zacchia, Aidan

Client Associate

8 Wright Street
3rd Floor
Westport, CT 06880

Email Me

aidan.zacchia@ubs.com
Zacchia, Aidan
8 Wright Street,Westport,CT,06880

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

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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.
  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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. 

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

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

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

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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.
  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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. 

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

david.levine@ubs.com,laura.boretsky@ubs.com
David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA
888 San Clemente Drive,Newport Beach,CA,92660

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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