How can you pursue what matters most?

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.

Artist building frame

David Perrigo

First Vice President–Wealth Management


Personal & Community

  • past Vice Chairman of the Board for the Penfield Children's Center in Milwaukee
  • Board Member and past Commodore of the Pewaukee Yacht Club
  • Class "A" Representative to the Inland Lake Yachting Association
  • past Treasurer of the Arrowhead Blue Line Hockey Club
  • past Treasurer for the Waukesha County Executive
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • VI
  • WI

Education

  • MPA, Public Policy & Finance, University of Wisconsin Madison
  • B.A. Economics, University of Wisconsin Madison

Credentials

  • Wealth Advisor
17775 West Bluemound Road
Brookfield, WI 53045
  • (262) 794-0808

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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