Your goals. Our comprehensive plan.

Duesenberg Wealth Management

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mountaintop observatory

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.

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    Steven Duesenberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    Steve began his financial career with Merrill Lynch in 1981. In 1987, he moved to Painewebber, and remained with the firm until it merged with UBS in 2000. Steve graduated from Iowa State University in 1979, with a degree in Business Administration. He also earned his Certified Financial Planning degree (CFP®) in 1990.

      • Iowa State University , Business Administration
        1075 Jordan Creek Pkwy
        Suite 100
        West Des Moines, IA 50266
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        Bryan Davis

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MD
        • MI
        • MN
        • MO
        • NC
        • NE
        • NH
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        Tailored solutions through personalized service. There is nothing more important to me than understanding what matters the most to you. I bring to Duesenberg Davis Wealth Management an established process to help achieve your goals. This process includes amongst other things, advising clients on financial assessments using knowledge of investment and insurance strategies. 

        My role includes taking a complete view of each clients current situation. I work to assess a clients comfort with risk, their assets, liabilities, income, insurance needs, rate they save, final objectives and estate considerations. 

        I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's unique expertise.

        I joined Duesenberg Davis Wealth Management at UBS in August of 2021, moving over from a competing firm. 

        Born and raised in Milwaukee, WI, I proudly serve clients in many states across the US. 

        Prior to my work in finance I was a Head Men's Soccer Coach at the NCAA Division 1 level (Wright St. University). I definitely lean on this experience when working with my current clients as every single day was about setting a plan and executing it. 

        I reside in Deerfield with my wife Erin, who is also on our team, as well as my twin Step Daughters Haley and Avery.

          • University of Wisconsin At Madison, B.S.: 1997 - 2001
            1075 Jordan Creek Pkwy
            Suite 100
            West Des Moines, IA 50266
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            Jordan Duesenberg

            Senior Wealth Strategy Associate

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KS
            • KY
            • MI
            • MO
            • NC
            • NE
            • NH
            • NM
            • NV
            • NY
            • OH
            • PA
            • TX
            • VA
            • WA
            • WI

            Jordan graduated with a bachelor's degree from the University of Iowa in 2012. After graduating, he began working at Wells Fargo Home Mortgage. He started his financial career at UBS in 2014, where he previously worked as a Wealth Strategy Associate.

              • University of Iowa, Bachelor's Degree
                1075 Jordan Creek Pkwy
                Suite 100
                West Des Moines, IA 50266
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                Emily French

                Senior Client Associate

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                • AZ
                • CA
                • FL
                • IA
                • IL
                • NC
                • NE
                • WI

                Emily is a Senior Registered Client Service Associate at UBS. She started her financial services career in 2001, where she worked at Robert W. Baird and A.G. Edwards prior to joining UBS Financial Services, Inc. in February 2008. Emily earned a bachelor's degree from Iowa State University in 1998 and obtained her Series 7 & 66 licenses in 2005. Always wearing a smile, Emily is all about providing excellent service.

                  • Iowa State University, Bachelor's Degree
                    1075 Jordan Creek Pkwy
                    Suite 100
                    West Des Moines, IA 50266
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                    Erin Davis

                    Client Associate

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                            1075 Jordan Creek Pkwy
                            Suite 100
                            West Des Moines, IA 50266

                          Defining your priorities. Pursuing what matters.

                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                          Our Process

                          A team approach

                          A national footprint. Local values.

                          Multigenerational planning

                          Our Philosophy

                          Retirement planning

                          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

                          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.

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