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David N. Sterling

Senior Vice President–Wealth Management

Financial Advisor

David is a Senior Vice President and Financial Advisor with UBS Wealth Management.  He manages over $700 million in client assets, and has held positions with Lehman Brothers, Credit Suisse, and Merrill Lynch. Over the past 20+ years that David has been an investment advisor he has helped many people to achieve their financial goals.  David takes a holistic approach to relationship management and crafts flexible investment plans which are aligned with his client’s goals, including retirement planning, inter-generational wealth transfer, and trust and estate planning.  He provides insights and customized solutions that help his clients to pursue what is important to them now and in the future.

In addition to investment management, David facilitates a wide range of commercial products and services on the UBS platform including business loans, residential and commercial real estate loans, and advice on the sale or acquisition of businesses. 

He volunteers for a wide range of charitable organizations.  David is a member of the board of directors of American Friends of Jordan River Village, he is on the Community Impact Committee of United Way of Palm Beach County, and he is a wish granting volunteer for Make-A-Wish of Southern Florida.

David earned a B.A. in Economics from Vanderbilt University and an M.B.A from the Yale School of Management.  He lives in Boca Raton, Florida with his wife and three children.  In his free time David enjoys hiking, gardening, and travelling.

Registered States:
  • CA
  • CT
  • FL
  • HI
  • IN
  • MA
  • NC
  • NJ
  • NY
  • PA
  • TX

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Education planning
Legacy planning
Custom portfolios
Alternative investments
Sustainable investing
Multi-generational families
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
  • (561) 367-1837

Email Me

Areas of Focus

I offer the full range of products and services which are provided by the wealth management, commercial banking, and investment banking divisions. I have facilitated several large high yield loans and several commercial real estate loans. I also facilitated the IPO for a NY based supermarket chain. Some of the more specialized services that I offer to businesses include business valuation, workplace wellness, stock options plans, and directed share programs. 

For philanthropic entities I work with family foundations, corporate foundations, and non-profits. I believe that it is important to establish the values of the organization and to align the investments and vision around those core values. I look at issues including engaging the founder’s children, governance, and whether the entity wants to address an immediate need or the root cause of an issue. UBS has extensive resources for helping philanthropic entities to add resources, build capacity, and to campaign for change. We provide training and insight which incudes consultations, family meeting workshops, podcasts, market-based events, and long-term advice and consultations.

Portfolio management

Tailored lending and cash management

Multigenerational wealth planning

Workplace Wealth

UBS Philanthropy

Foundations and endowments

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

Backed by the strength of UBS

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager