How will we work together?

Build a plan for the future you envision

Exterior view of buildings and cranes

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


David M. Barnett

Managing Director–Wealth Management

Senior Institutional Consultant, UBS Institutional Consulting Program

For more than 27 years, Dave has been committed to providing comprehensive wealth management through every kind of market cycle. Many of his clients have been with him his entire career, valuing his commitment to developing steady, trusted relationships that span generations. Courteous and responsive, Dave is appreciated by his clients for his knowledge, experience and understanding. 

Dave is one of only 100 Institutional Consultants at UBS out of 7,000 advisors nationwide, which is a select group who provide investment advisory services to Taft-Hartley plans, corporations, private and public retirement plans, municipalities, foundations, and endowments.

Dave earned his BA in Political Science from Holy Cross College. He resides in Fort Salonga, New York with his wife Jennifer, and two sons Michael and Declan.  

Licenses: Series 7, 63 & 65 securities licenses, Life, Health & Annuities Insurance licenses

Registered States:
  • CA
  • FL
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NC
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2023, 2024The 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


  • BA in Political Science, Holy Cross College


  • Senior Institutional Consultant, UBS Institutional Consulting Program

Institutional consulting
Retirement Plan consulting
Financial planning
Education planning
Retirement planning
Estate planning strategies
Custom portfolios
401(k) plan services
58 South Service Road
Suite 310
Melville, NY 11747
  • (631) 420-6489

Email Me

David M. Barnett is also part of:
The Barnett Group

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Outlook on interest rates

Institutional consulting

Institutional consulting

Retirement plan sponsors

Retirement plan sponsors


2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch

UBS AG, long-term senior secured debt rating. As of 03/31/2024