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.
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.
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.
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