$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.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Authorized Officer
Team Administrator
Authorized Officer
Team Administrator
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.
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.
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$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
