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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
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