Retirement planning. It's about time.

Retirement couple holding surfboards

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Workplace

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.

  • image

    David Everts

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NH
    • NJ
    • NY
    • OK
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA
    • WY
    David is a Vice President in Investments and is the senior member of Everts Wealth Management at the Firm's Wellesley, Massachusetts office. He graduated from Babson College in Wellesley, Massachusetts. David is Series 7, 8 and 63, as well as Life and Health Insurance, licensed. Joining the Firm in 1985, David has spent 24 of his 25 years as a Financial Advisor at UBS Financial Services Inc. David focuses on fixed-income and estate planning strategies. David is married, has three children and resides in Medfield, Massachusetts.

      • Babson College
      • Wealth Advisor
      55 William Street
      3rd Floor
      Wellesley, MA 02481
      david.everts@ubs.com
      David Everts
      55 William Street,Wellesley,MA,02481
    • image

      Joshua Haveles

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • LA
      • MA
      • MD
      • ME
      • MN
      • MO
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • PA
      • RI
      • SC
      • TX
      • VA
      • VT
      • WA
      • WY
      Joshua was born and raised in Palmer, Massachusetts and currently resides in Newton. Joshua is a graduate of Providence College where he interned for Providence College Sports Marketing Department and PC Pals. Joshua is the newest member of Everts Wealth Management and currently holds his Series 7 and 66 securities licenses.

        • Providence College
          55 William Street
          3rd Floor
          Wellesley, MA 02481
          joshua.haveles@ubs.com
          Joshua Haveles
          55 William Street,Wellesley,MA,02481

        Why does A.I. in space matter?

        Outlook on interest rates

        Tree

        UBS and Credit Suisse—stronger than ever

        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

        Download the report

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

        Insights