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$7 trn
UBS Group invested assets
As of 12/31/2025
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Vice President–Wealth Management
Financial Advisor
David Bio
David has over 26 years of experience in financial services. He specializes in comprehensive financial planning including portfolio management, retirement planning, income generation, education funding, and wealth transfer issues. David graduated Magna Cum Laude from University of Detroit Mercy with a Bachelor of Science in Business Administration. He has earned his Series 7, 6, 63 & 65 securities licenses as well as licenses for life, accident & health insurance, and variable annuities. David earned a Certificate in Personal Financial Planning from Boston University. He also earned the CFP®—CERTIFIED FINANCIAL PLANNER™—designation from the Certified Financial Planner Board of Standards, Inc. David and his wife currently reside in Bloomfield Hills with their three beautiful children.
Education
Credentials
Lets connect
Vice President–Wealth Management
Financial Advisor
David Bio
David has over 26 years of experience in financial services. He specializes in comprehensive financial planning including portfolio management, retirement planning, income generation, education funding, and wealth transfer issues. David graduated Magna Cum Laude from University of Detroit Mercy with a Bachelor of Science in Business Administration. He has earned his Series 7, 6, 63 & 65 securities licenses as well as licenses for life, accident & health insurance, and variable annuities. David earned a Certificate in Personal Financial Planning from Boston University. He also earned the CFP®—CERTIFIED FINANCIAL PLANNER™—designation from the Certified Financial Planner Board of Standards, Inc. David and his wife currently reside in Bloomfield Hills with their three beautiful children.
Education
Credentials
Lets connect
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
