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.

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David Walker

First Vice President–Wealth Management

Financial Advisor

David has managed client assets thru 14 market corrections, numerous all time market highs, 8 US Presidents, 3 market bubbles and 2 major terrorist attack and now 1 global pandemic. He brings the experience gained thru these events to the pursuit of helping his clients meet their financial goals.

David knows that all clients' situations are unique, especially to them. It is his job to learn as much as he can about their situation in order to provide the best advice and council possible. He knows the best results come from having a plan that is customized, flexible, and reviewed on a regular basis.

David joined Paine Webber in may of 1981, which became UBS in 1998. He has enjoyed a career managing client assets specializing in high net worth individuals and non profit foundations. He also has spent 12 years as a branch manager in the Orlando complex.

David has been in the financial services business for a long time but has no intention of slowing down anytime soon. In fact David is now handling the assets of 3rd generation clients. He is licensed in all aspects of wealth management as well as life and health insurance, annuities, commodities and his role in branch management.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • LA
  • MD
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA

Credentials

  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Investing
Alternative investments
Securities-backed lending
Professional athletes
Business Owners
Philanthropy
201 North New York Ave
Winter Park, FL 32789
  • (407) 872-6352

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Maggie Martinez

    Margaret Martinez

    Authorized Officer

    Team Administrator

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    • FL

    Maggie Martinez

    Authorized Officer

    Branch Office Administrator

    Maggie joined UBS in 2005 and has over 25 years of industry experience.  She has a FINRA Series 7 securities license.  Maggie provides administrative support to the Branch Manager and Management Team.  Assist clients with accounts services, capabilities, preparation of reports and other materials for client meetings.

    Maggie and her husband Robert have been married for 27 years, they have a daughter Jessica and two dogs Bella and Lola.   She enjoys reading, gardening, flea markets and DIY projects.     

          201 North New York Ave
          Winter Park, FL 32789

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

        Retirement planning

        Retirement planning

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        A way forward

        Advice. Beyond investing.

        Life is unpredictable. Could we be better prepared?

        For some of life's questions you're not alone. Together we can find the answer.

        With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

        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