Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Harvey Demsky

Senior Vice President–Wealth Management

Senior Wealth Strategy Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • MA
  • NV
  • NY
  • OR
  • TX

Education

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

Email Me

harvey.demsky@ubs.com
Harvey Demsky
131 South Rodeo Drive,Beverly Hills,CA,90212

Daniel Demsky

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of California, Berkeley , Bachelor's of Science degree in Business Administration
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212

Email Me

daniel.demsky@ubs.com
Daniel Demsky
131 South Rodeo Drive,Beverly Hills,CA,90212

Shirley Krum

Senior Client Associate

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.

Education

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

Email Me

shirley.krum@ubs.com
Shirley Krum
2475 Village View Drive,Henderson,NV,89074