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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.
Private Wealth Management is a division within UBS Financial Services Inc.
Senior Vice President–Wealth Management
Financial Advisor
ince 1995, David has been providing comprehensive wealth management advice to his high net worth clients. David enjoys educating his clients about the wealth management process, helping them to organize their personal finances and define their goals. In 1995, David began to serve as a Financial Advisor with Smith Barney, bringing his trademark commitment to high-trust relationships to help his clients with their financial goals. He joined UBS in 2013.
In recognition for having met the highest standards for the practice of financial planning, David was designated a Certified Financial Planner™ by CFP Board of Standards in 2001. His background includes financial planning, estate planning, insurance, taxation and retirement planning. David is dedicated to long-term relationships with his clients and continues to offer high-caliber professional service. David enjoys swimming, listening to music, good conversation and sharing quality time with his family.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
ince 1995, David has been providing comprehensive wealth management advice to his high net worth clients. David enjoys educating his clients about the wealth management process, helping them to organize their personal finances and define their goals. In 1995, David began to serve as a Financial Advisor with Smith Barney, bringing his trademark commitment to high-trust relationships to help his clients with their financial goals. He joined UBS in 2013.
In recognition for having met the highest standards for the practice of financial planning, David was designated a Certified Financial Planner™ by CFP Board of Standards in 2001. His background includes financial planning, estate planning, insurance, taxation and retirement planning. David is dedicated to long-term relationships with his clients and continues to offer high-caliber professional service. David enjoys swimming, listening to music, good conversation and sharing quality time with his family.
Education
Credentials
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
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