A legacy for generations

Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

Young family at the beach

David Sheinheit, CIMA

Vice President–Wealth Management

I began my career in one of the equity market’s most tumultuous months on record—and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 8 years at Morgan Stanley and a prior tenure at Prudential Securities.

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 & 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

My bachelor’s degree in Psychology is from Florida International University and a CIMA designation from the Wharton School of Business. My wife and I live with our son in South Florida.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • LA
  • MA
  • NC
  • NE
  • NY
  • OH
  • TN
  • TX

Education

  • B.S. Psychology , Florida International University

Credentials

  • Certified Investment Management Analyst®
18851 NE 29th Avenue
11th Floor
Aventura, FL 33180
  • (305) 682-4606

Email Me

The circular economy: What is it?

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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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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