Senior Wealth Strategy Associate
Tina graduated from California State University, Monterey Bay with a Bachelor’s degree in Business. She has worked closely alongside David Stewart for over 7 years and is a trusted point of contact for clients, known for her reliability, attention to detail, and commitment to ensuring matters are handled thoroughly and in a timely, professional manner.
Tina earned her CERTIFIED FINANCIAL PLANNER® certification in 2024, further strengthening her ability to support clients with thoughtful, comprehensive financial planning. She takes pride in building long-term relationships and helping clients feel confident that their needs are understood and well cared for.
Outside of the office, Tina enjoys practicing yoga, traveling, reading, and spending time outdoors with her family.
Credentials
Senior Wealth Strategy Associate
Tina graduated from California State University, Monterey Bay with a Bachelor’s degree in Business. She has worked closely alongside David Stewart for over 7 years and is a trusted point of contact for clients, known for her reliability, attention to detail, and commitment to ensuring matters are handled thoroughly and in a timely, professional manner.
Tina earned her CERTIFIED FINANCIAL PLANNER® certification in 2024, further strengthening her ability to support clients with thoughtful, comprehensive financial planning. She takes pride in building long-term relationships and helping clients feel confident that their needs are understood and well cared for.
Outside of the office, Tina enjoys practicing yoga, traveling, reading, and spending time outdoors with her family.
Credentials
Client Associate
Samantha graduated from Arizona State University with a bachelor’s degree in business communication and brings over seven years of experience in the financial services industry. She joined David Stewart’s team at UBS in 2025, where she serves as a key point of contact for clients and supports the team with a wide range of administrative and operational needs.
Samantha is dedicated to providing exceptional service and helping clients feel supported, and informed. Known for her strong attention to detail, organization, and proactive approach, Samantha takes pride in ensuring a seamless client experience.
Outside of work, Samantha enjoys spending time with family, trying new restaurants, horseback riding, and being outdoors.
Client Associate
Samantha graduated from Arizona State University with a bachelor’s degree in business communication and brings over seven years of experience in the financial services industry. She joined David Stewart’s team at UBS in 2025, where she serves as a key point of contact for clients and supports the team with a wide range of administrative and operational needs.
Samantha is dedicated to providing exceptional service and helping clients feel supported, and informed. Known for her strong attention to detail, organization, and proactive approach, Samantha takes pride in ensuring a seamless client experience.
Outside of work, Samantha enjoys spending time with family, trying new restaurants, horseback riding, and being outdoors.
Client Associate
Nolan is a member of Dave’s wealth management team and has been working alongside him for nearly two years. Nolan earned his bachelor’s degree from Arizona State University and plays an active role in supporting clients through in-depth research, analytics, and portfolio-related analysis.
Nolan works closely with Dave on evaluating investment strategies and opportunities, helping ensure decisions are well-informed and aligned with each client’s goals.
Aside from work, Nolan enjoys being on the lake, traveling, and hanging out with friends and family.
Client Associate
Nolan is a member of Dave’s wealth management team and has been working alongside him for nearly two years. Nolan earned his bachelor’s degree from Arizona State University and plays an active role in supporting clients through in-depth research, analytics, and portfolio-related analysis.
Nolan works closely with Dave on evaluating investment strategies and opportunities, helping ensure decisions are well-informed and aligned with each client’s goals.
Aside from work, Nolan enjoys being on the lake, traveling, and hanging out with friends and family.
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.
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.
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