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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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David J. Schnall

Senior Vice President–Wealth Management

David is a Senior Vice President of Investments at our firm's Melville, New York office after previously serving as the branch manager of the Port Jefferson, NY branch. Prior to joining UBS in 2014, he was a Senior Vice President and Financial Advisor with Morgan Stanley. With over 30 years experience as a Financial Advisor, David earned his Wealth Advisor designation in 2016, an award which represents a UBS certification to address complex client needs with a comprehension array of wealth management services. David's diversified experience and knowledge of the business enables him to provide quality strategies customized to your needs. He concentrates on developing long-term relationships through a commitment to quality client service, personalized advice and first-class solutions.

He currently holds his FINRA series 7, 63, 31 and 9/10 licenses, as well as licenses for life, accident and health insurance and variable annuities. 

David grew up on Long Island and currently resides in Miller Place, NY with his wife Jini, their daughters Beverly and Leah and son Jacob. In his free time he enjoys boating, fishing, skiing, traveling with his family and training in mixed martial arts.

 

 

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OK
  • SC
  • TX
  • VA
  • WI

Credentials

  • Wealth Advisor
58 South Service Road
Suite 310
Melville, NY 11747
  • (631) 454-3255

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The Year Ahead - Sustainable Investing

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.

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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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