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$7 trn
UBS Group invested assets
As of 12/31/2025
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
Financial Advisor
David Shaver is a Financial Advisor with the Corporate Liquidity Planning Group (CLPG) at UBS in New Albany, Ohio. The CLPG specializes in high-net-worth financial planning and investment management, helping clients with significant assets focus on long-term growth, tax efficiency, and legacy creation and preservation. Within the team, David works closely with individuals, families, and business owners to develop comprehensive financial plans that bring organization, clarity, and confidence to their financial lives. His approach integrates retirement planning, investment management, and wealth transfer strategies to help clients align their financial decisions with their long-term goals and values.
David began his advisory career at Raymond James, where he specialized in financial planning, retirement strategies, and business transition planning. His early experience built a strong foundation in holistic wealth management and client-centered service.
A summa cum laude graduate of Ohio University’s Honors Tutorial College, David earned his Bachelor of Business Administration in Finance with a 4.0 GPA. He holds the Accredited Asset Management Specialist™ (AAMS®) designation from the College for Financial Planning and the Certified Exit Planning Advisor® (CEPA®) credential from the Exit Planning Institute.
Outside of work, David enjoys spending time with family and friends, golfing, and attending classic car shows. A lifelong learner and entrepreneur at heart, he brings enthusiasm, integrity, and thoughtful guidance to every client relationship.
Financial Advisor
David Shaver is a Financial Advisor with the Corporate Liquidity Planning Group (CLPG) at UBS in New Albany, Ohio. The CLPG specializes in high-net-worth financial planning and investment management, helping clients with significant assets focus on long-term growth, tax efficiency, and legacy creation and preservation. Within the team, David works closely with individuals, families, and business owners to develop comprehensive financial plans that bring organization, clarity, and confidence to their financial lives. His approach integrates retirement planning, investment management, and wealth transfer strategies to help clients align their financial decisions with their long-term goals and values.
David began his advisory career at Raymond James, where he specialized in financial planning, retirement strategies, and business transition planning. His early experience built a strong foundation in holistic wealth management and client-centered service.
A summa cum laude graduate of Ohio University’s Honors Tutorial College, David earned his Bachelor of Business Administration in Finance with a 4.0 GPA. He holds the Accredited Asset Management Specialist™ (AAMS®) designation from the College for Financial Planning and the Certified Exit Planning Advisor® (CEPA®) credential from the Exit Planning Institute.
Outside of work, David enjoys spending time with family and friends, golfing, and attending classic car shows. A lifelong learner and entrepreneur at heart, he brings enthusiasm, integrity, and thoughtful guidance to every client relationship.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
