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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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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