Let's move forward. Together.

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.

Mountains road

David Sayler, CSRIC

David brings over 13 years of financial services experience to his work as a financial advisor at UBS Financial Services, Inc. He focuses on individual company research, planning, and mutual fund analysis.

 - David studied at George Fox University and Western Oregon University, graduating with a Bachelor of Science degree.

 - After college, David worked in non-profit management focusing on youth development. David is involved in many community organizations, including Scouts BSA, the Holly Theater, and the YMCA.

 David and his wife, Lyndi, both grew up in Medford and have three children. In the evenings, you may find David performing with his band, or acting in a community theater production.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • ID
  • ME
  • MI
  • MO
  • MT
  • NE
  • NJ
  • NM
  • NV
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VT
  • WA
  • WY

Education

  • Bachelor of Science, Western Oregon University
  • George Fox University

Credentials

  • Portfolio Manager
  • Chartered SRI Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Estate planning strategies
Sustainable investing
Impact investing
Banking
Asset allocation
Retirement planning
830 Alder Creek Drive
Medford, OR 97504
  • (541) 734-7127

Email Me

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