Insight-based advice

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.

binoculars

David Stewart

Director

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

  • Former President of the Board Leadership Monterey Peninsula
  • Former President of the Board for the Monterey Sports Center Foundation
Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • MA
  • MD
  • MI
  • MS
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Bachelors Degree in Economics Cum Laude, University of Washington
200 Clock Tower Place
Suite C-100
Carmel, CA 93923
  • (831) 626-2309

Email Me

The Year Ahead - Sustainable Investing

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights