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
  • ID
  • IL
  • LA
  • MA
  • NY
  • OH
  • TN
  • TX
  • VT

Education

  • B.S. Psychology , Florida International University

Credentials

  • Certified Investment Management Analyst®
1010 S Federal Highway
Suite 2601
Hallandale Beach, FL 33009

Email Me

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Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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