$5+ trillion
In invested assets globally
As of 11/07/2023
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 has over 18 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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager