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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

  • Harvey E. Demsky Profile Picture

    Harvey Demsky

    Senior Vice President–Wealth Management

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • CO
    • FL
    • IL
    • IN
    • MA
    • NV
    • NY
    • OR
    • TX
    Harvey graduated from UCLA with a Bachelor's of Science in Engineering and continued with master studies in business. After working in the engineering field for several years, he became a financial advisor and was a founding partner of Wellbourne Associates, a financial services firm. He has been with UBS Financial Services and its predecessor, PaineWebber, for over thirty years, holding positions that include sales and branch manager. As a top financial advisor, he has been named to UBS's prestigious President's Council. He has three children and enjoys traveling, sports, reading and music.

      • UCLA, Bachelor's of Science in Engineering and Master studies in business
        131 South Rodeo Drive
        Suite 300
        Beverly Hills, CA 90212
      • Daniel Dan Demsky Profile Picture

        Daniel Demsky

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • IA
        • IL
        • IN
        • LA
        • MA
        • MD
        • MT
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • WA

        Daniel attended the University of California, Berkeley where he graduated Phi Beta Kappa with a Bachelor's of Science degree in Business Administration from the Haas School of Business. He began working as a Financial Advisor for PaineWebber in 1999 and has recently earned the designation "UBS Wealth Advisor." Some of his interests include running marathons, triathlons, photography, and oil painting. His personal accomplishments include being a certified E.M.T., holding a Black Belt in karate, and playing collegiate ice hockey for the California Berkeley Golden Bears. He lives in Westwood, CA with wife, Haley and family.

        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        • University of California, Berkeley , Bachelor's of Science degree in Business Administration
          131 South Rodeo Drive
          Suite 300
          Beverly Hills, CA 90212
        • Shirley A. Shirl Krum Profile Picture

          Shirley Krum

          Senior Client Associate

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            Shirley Krum has been with UBS Financial Services since 2000. She is a graduate of Penn State University with an Associate Degree in Business Management. Shirley has over 20 years experience in the banking industry and transitioned to the Financial Services industry in 1995 as a Registered Representative with Met Life. Upon relocating to California, she became a Senior Client Service Associate with UBS Financial Services, Inc. Shirley and husband live in Sherman Oaks, CA and she enjoys playing tennis.

              • Penn State University , Associate Degree in Business Management
                2475 Village View Drive
                Suite 150
                Henderson, NV 89074

              The Year Ahead - Sustainable Investing

              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.

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              As of 06/30/2022

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