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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Dave joined UBS in their North Dallas office in 2012 as a Senior Vice President and Senior Portfolio Manager. He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson.
Dave and his team offer a comprehensive and detailed investment and planning approach to their clients' complex needs which include: investment, retirement, education, health, estate, and tax, and wealth transfer strategies.
Dave is a Summa Cum laude graduate of the University of San Francisco. He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business. He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010.
In his spare time, Dave enjoys reading, tennis, juggling, volunteering, and spending time with friends and family. Dave and his wife Patty reside in Frisco, Texas.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Dave joined UBS in their North Dallas office in 2012 as a Senior Vice President and Senior Portfolio Manager. He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson.
Dave and his team offer a comprehensive and detailed investment and planning approach to their clients' complex needs which include: investment, retirement, education, health, estate, and tax, and wealth transfer strategies.
Dave is a Summa Cum laude graduate of the University of San Francisco. He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business. He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010.
In his spare time, Dave enjoys reading, tennis, juggling, volunteering, and spending time with friends and family. Dave and his wife Patty reside in Frisco, Texas.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
