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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
David has been with UBS and predecessor firms Kidder, Peabody & Co. and Paine Webber , Inc. for over 30 years. He focuses on clients with a personal net worth that increases the value they place on family and business succession planning as well as philanthropic planning. David grew up in the Seattle area where he graduated Cum Laude in Economics from the University of Washington. David is a member of the Omicron Delta Epsilon Honor Society in Economics. He has two adult children and enjoys tennis, skiing and running as well as the Arts. David has served on and presided over multiple non-profit boards since moving to the Monterey Peninsula in 1996.
CA License #0C04192
Personal & Community
Education
Senior Vice President–Wealth Management
Financial Advisor
David has been with UBS and predecessor firms Kidder, Peabody & Co. and Paine Webber , Inc. for over 30 years. He focuses on clients with a personal net worth that increases the value they place on family and business succession planning as well as philanthropic planning. David grew up in the Seattle area where he graduated Cum Laude in Economics from the University of Washington. David is a member of the Omicron Delta Epsilon Honor Society in Economics. He has two adult children and enjoys tennis, skiing and running as well as the Arts. David has served on and presided over multiple non-profit boards since moving to the Monterey Peninsula in 1996.
CA License #0C04192
Personal & Community
Education
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.
$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
