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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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