The exceptional family

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.

Mother daughter ocean

David Coleman, CFP

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • VT
  • WA


  • University of Syracuse


51 JFK Parkway
Suite 303
Short Hills, NJ 07078
  • (973) 315-1860

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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