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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
