Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

mountain climbers

Dennis W. Boneck

Vice President–Wealth Management

Dennis began his career in financial services in 1984 and has been a Vice President-Investment with UBS Financial Services Inc., since 2008. He enjoys the long-term relationships he has with his clients, helping them achive their financial goals. In addition to his career, Dennis has been actively involved in his community. He has served as the President of the Santa Barbara Community College Alumni Association, President of the Rotary of Santa Barbara North, and a Director of the Santa Barbara Yacht Club. His hobbies include golf, boating and travel with his wife and two Sons.

Registered States:
  • CA
  • CO
  • CT
  • MD
  • MN
  • NJ
  • NY
  • OH
  • OR
  • TX
  • WI

Education

  • Masters of Business Administration, Sonoma State University
  • Bachelor of Science in Business Administration, California State University, Chico
  • Associate Arts, Santa Barbara Community College
222 East Carrillo Street
Suite 106
Santa Barbara, CA 93101
  • (805) 730-3445

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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

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