Lasting relationships. For all that matters

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.

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David Sawyer

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.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • HI
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MN
  • MO
  • MT
  • NC
  • NM
  • NV
  • NY
  • OR
  • SD
  • TX
  • VA
  • WA
  • WV

Education

  • Bachelor's Degree in Business Administration, Sacramento State Unviversity
703 Trancas Street
3 + 4 Financial Plaza
Napa, CA 94558
  • (707) 254-1526

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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