Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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.

Team

Meet the Team

Visit our main website and get to know the full team behind InterGen Wealth Partners at advisors.ubs.com/intergen

David F. Prevo

Senior Vice President–Wealth Management

Financial Advisor

Dave strives to establish long-term relationships with his clients to help them achieve continuity in asset allocation, portfolio management and financial planning.

He began his wealth management career in 1982 at EF Hutton which was later acquired by Lehman Brothers and then Smith Barney. In 2006, he joined UBS and is now a Senior Vice President.

Dave earned his bachelor’s degree from the University of Dayton and holds the Portfolio Manager designation from UBS. Earning this designation requires an advanced investment management skill set and allows him to manage portfolios on a discretionary basis for clients who empower him to do so.

As a longtime resident of Centerville, Dave enjoys golfing as a member of Sugar Valley Golf Club, downhill skiing and fishing the lakes of Upstate New York where he grew up and travels often to see family. He has been married to his wife Linda for 37 years and they have two children, Caelen and Alex.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV

Education

  • B.S. Business, University of Dayton

Credentials

  • Portfolio Manager
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Custom portfolios
Asset allocation
3601 Rigby Road
Miamisburg, OH 45342
  • (937) 428-1320

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

A team approach

A team approach

Multigenerational planning

Multigenerational planning

Retirement planning

Retirement planning