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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
After a successful career in the technology industry, David decided to move his family back to the Napa Valley. He joined UBS in one of the equity market’s most tumultuous months on record and since 1998 has helped clients manage their wealth through good times and bad. David emphasizes asset allocation and total portfolio management with a focus on retirement planning. He holds a bachelor’s degree in business administration from Sacramento State University. David holds his Series 7, 63 and 65 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He resides in Idaho with his wife.
Education
Senior Vice President–Wealth Management
Financial Advisor
After a successful career in the technology industry, David decided to move his family back to the Napa Valley. He joined UBS in one of the equity market’s most tumultuous months on record and since 1998 has helped clients manage their wealth through good times and bad. David emphasizes asset allocation and total portfolio management with a focus on retirement planning. He holds a bachelor’s degree in business administration from Sacramento State University. David holds his Series 7, 63 and 65 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He resides in Idaho with his wife.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
