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$7 trn
UBS Group invested assets
As of 12/31/2025
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 40 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
UBS Insurance Agency # #0512985
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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 40 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
UBS Insurance Agency # #0512985
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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