Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education