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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
David works with high net worth families and individuals, as well as those nearing retirement, providing total wealth management to help you reach your goals. His approach is to educate you with a listening ear to help you articulate your goals into a plan which can guide your decisions. He also enjoys bridging the generations to help pass the values and goals from one generation to the next.
He provides insights and perspective, no matter how complex your situation. Most importantly, Dave can put to work for you our firm's industry-leading insights and extensive global resources, so regardless of market conditions, you have a clear direction and a strategy to guide you.
With more than 30 years of experience in the financial services industry, Dave's primary objective is to employ his vast knowledge in helping his clients preserve and grow their wealth. He has been working in the industry long enough to have witnessed many business cycles, and as a result, possesses a long-term perspective that few financial advisors can boast.
Personal & Community
Education
Credentials
Vice President–Wealth Management
David works with high net worth families and individuals, as well as those nearing retirement, providing total wealth management to help you reach your goals. His approach is to educate you with a listening ear to help you articulate your goals into a plan which can guide your decisions. He also enjoys bridging the generations to help pass the values and goals from one generation to the next.
He provides insights and perspective, no matter how complex your situation. Most importantly, Dave can put to work for you our firm's industry-leading insights and extensive global resources, so regardless of market conditions, you have a clear direction and a strategy to guide you.
With more than 30 years of experience in the financial services industry, Dave's primary objective is to employ his vast knowledge in helping his clients preserve and grow their wealth. He has been working in the industry long enough to have witnessed many business cycles, and as a result, possesses a long-term perspective that few financial advisors can boast.
Personal & Community
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
