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More than 160 years
offering financial advice
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.
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
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.
Education
Credentials
David M. Barnett is also part of:
The Barnett Group
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
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.
Education
Credentials
David M. Barnett is also part of:
The Barnett Group
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.
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.
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
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
