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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.
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
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.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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