Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Wayne Davis

Managing Director–Wealth Management

  • M.B.A., Amos Tuck School at Dartmouth, 1979
  • B.A., Dartmouth College, 1973
  • Joined UBS (formerly PaineWebber) in 1985
  • Johnson & Higgins, 1979 – 1985
  • Casco Bank & Trust, 1975 – 1977
  • Bankers Trust, New York, 1973 – 1975
  • Focus: Wayne concentrates on developing, implementing and monitoring comprehensive investment programs.
  • Vice Chair of Boston Lyric Opera
  • Treasurer of Massachusetts Congregational Charitable Society
  • Executive Committee Member of Dartmouth Class of 1973
  • Member of Roxbury Latin School Headmaster's Council
  • Partners Healthcare System, Member of the Corporation

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WY

Education

  • Amos Tuck School at Dartmouth, M.B.A.
  • Dartmouth College, B.A.

Credentials

  • Private Wealth Advisor
  • Senior Portfolio Manager
  • Chartered Retirement Plans Specialist℠
200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

Roderick Wagner

Senior Vice President–Wealth Management

Financial Advisor

  • B.A. University of Wisconsin- Madison, 1995
  • Holds Series 7,63,65,66, and insurance licenses
  • Joined UBS in 2012
  • US Trust, Bank of America Private Wealth Management (Formerly FleetBoston), 2002 – 2012
  • Robertson Stephens, 1999-2002
  • Focus: Rod provides clients with full access to UBS's Private Wealth Management platform with an emphasis on asset allocation, total portfolio management and retirement income planning. Rod also advises with credit needs, education funding, structures for charitable giving and estate planning.
  • Volunteer with the Cradles to Crayons organization

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WY

Education

  • University of Wisconsin- Madison, B.A.

Credentials

  • Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me

Genevieve Michel

Senior Client Associate

  • B.A., University of Montana, 2006
  • Joined UBS in 2013
  • Holds Series 7, 66 Licenses
  • Focus: Genevieve addresses operational and administrative needs for the Davis Team and its clients.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VI
  • VT
  • WA

Education

  • University of Montana, B.A.
200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me