Let's move forward. Together.

Steven Duesenberg

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • 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

Education

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

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Bryan Davis

Account Vice President

Financial Advisor

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • 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

Education

  • 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

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • NE
  • NV
  • NY
  • OH
  • TX
  • WA
  • WI

Education

  • University of Iowa, Bachelor's Degree
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

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Emily Bell

Senior Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • KS
  • MD
  • NC
  • NE
  • TX
  • WI

Education

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

Email Me

Erin Davis

Client Associate

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

Email Me