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

Education

  • University of Syracuse

Credentials

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

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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