David Schachter
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Experience

Makes all the difference

We are committed to bringing you the reassurance that you’ve planned well for the long term. We know the effort it takes to maintain your lifestyle amid an unpredictable earnings stream. Our team recognizes the difficulties of finding time to stay on top of your investments and financial planning, given your hectic schedule. That’s why we provide comprehensive wealth management services focused on the unique needs of the media and entertainment community – from attentive client service to sophisticated portfolio management, we give you peace of mind to focus family, business and creative endeavors.

Dane Abbott

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

Dane Abbott

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Dane Abbott

Education

  • Loyola Marymount University, International Finance and Art History: 2003 - 2007

Dane Abbott

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Dane Abbott

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Loyola Marymount University, International Finance and Art History: 2003 - 2007
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Tony De La Rosa

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

Tony De La Rosa

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Tony De La Rosa

Credentials

  • Certified Exit Planning Advisor

Tony De La Rosa

1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

Tony De La Rosa

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • MD
  • MI
  • MN
  • MO
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor
1999 Avenue of the Stars
36th Floor
Los Angeles, CA 90067

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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