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.

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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
    • DC
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NE
    • NH
    • NM
    • NV
    • NY
    • OH
    • 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
        steven.duesenberg@ubs.com
        Steven Duesenberg
        1075 Jordan Creek Pkwy,West Des Moines,IA,50266
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        Bryan Davis

        Account Vice President

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • 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
            bryan.n.davis@ubs.com
            Bryan Davis
            1075 Jordan Creek Pkwy,West Des Moines,IA,50266
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            Jordan Duesenberg

            Senior Wealth Strategy Associate

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            • AL
            • AZ
            • CA
            • CO
            • FL
            • GA
            • IA
            • ID
            • IL
            • IN
            • KS
            • NE
            • NV
            • NY
            • OH
            • TX
            • 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
                555 California Street
                32nd/ 34th /46th Floor
                San Francisco, CA 94104
                jordan.duesenberg@ubs.com
                Jordan Duesenberg
                555 California Street,San Francisco,CA,94104
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                Emily Bell

                Senior Client Associate

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                • AZ
                • CA
                • CO
                • FL
                • HI
                • IA
                • KS
                • MD
                • NC
                • NE
                • TX
                • 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
                    emily.french@ubs.com
                    Emily Bell
                    1075 Jordan Creek Pkwy,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
                            erin.davis@ubs.com
                            Erin Davis
                            1075 Jordan Creek Pkwy,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.

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                          Retirement planning

                          Building multicultural wealth, together

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                          A leading global wealth manager

                          House View Monthly

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                          Maximize your potential wealth

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                          Turn possibilities into a plan

                          A leader in wealth management

                          Backed by the strength of our parent company, UBS AG

                          $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

                          UBS Year Ahead 2025

                          Roaring 20s: The next stage

                          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                          Read the report

                          Insights