Local focus. Global access.

One relationship. All of UBS.

Oculus

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Cargo ship

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.

  • David R. Forrest Profile Picture

    David Forrest

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • CA
    • CO
    • FL
    • GA
    • MA
    • MT
    • NY
    • TX
    • UT

    Our team works with Ultra High Net Worth Individuals, their businesses and families focusing on providing clients integrated financial solutions in the following areas:

    US Wealth Management Investment & Debt Solutions

    Swiss Based Investment Management  & Debt Solutions

    Investment Banking

    Global Asset management

    Efficient Property Exchange to Public Real Estate Investment Trusts

    Direct Real Estate Investment

    Commercial Real Estate Lending

    Mortgage & Liability Management / Cost Reduction

                                

    David Forrest Background:

                   

    Prior to UBS David spent 20yrs with Merrill Lynch. David focused on managing client investments, liabilities, also hedging & monetizing concentrated positions… primarily for real estate investors.

    In addition, David has 15 yrs experience in the commercial real estate business. He held multiple investment management and development roles with Lowe Enterprises, Brookfield and Oxford Properties.

    Education:     Masters Degree from University of Colorado

                          Bachelor of Science Degree from University of Virginia

     David now resides in Rancho santa Fe, CA.

     

      • University of Virginia, Bachelor of Science Degree
      • University of Colorado, Masters Degree
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • Roberta Leah Holley Forrest Profile Picture

        Roberta Leah Holley Forrest

        Senior Wealth Strategy Associate

        • image
        • image
        • CA
        • CO
        • NY

        Leah has been in  wealth management for over 15 years. She has broad experience in short & long range planning, and portfolio management. After her experience as a business related attorney, Leah became a financial advisor for Merrill Lynch. She was also a District Specialist for Merrill Lynch, educating and advising clients and advisors on insurance related products, prior to joining UBS over 5 years ago.

        Leah's background includes experience in commercial and residential real estate. She earned her JD from the University of  Southern California, Gould School of Law: and her MA from the New York School of Visual Arts. Leah earned her bachelor's degree from Wesleyan University in Middletown, CT. She now resides in Rancho Santa Fe, CA.

          • University of Southern California, Gould School of Law, JD
          • New York School of Visual Arts, MA
          • Wesleyan University in Middletown, CT, Bachelor's degree
            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • Brittany Ann Wilcox Profile Picture

            Brittany Ann Wilcox

            Wealth Management Associate

            • image
            • image
            • image
            • AR
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • HI
            • ID
            • IL
            • MA
            • ME
            • MI
            • MO
            • MT
            • NC
            • NE
            • NH
            • NJ
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • TN
            • TX
            • UT
            • VA
            • WA
            • WV
            • WY

            Often the first voice that clients hear, Brittany delivers a high level of client service as an integral aspect of her day to day routine.

            As a Registered Client Service Associate (CSA), she constantly caters to sophisticated client's needs; while evaluating the right steps to take to complete their requests in a timely fashion. Client operations encompasses all of the "little things" and big things that are neceassary to accomplish daily buiness. It is the responsibility of the CSA to manage all operational requests from our clients and keep their accounts running smoothly. Brittany is organized, proactive, takes detailed notes and tracks requests hisorically; while keeping our clients abreast of all important account details.

            Brittany is committed to delivering the highest level of personal service. She began working in the financial services industry in 2014, and has obtained both her Series 7 and Series 66 licenses.

            Brittany has a passion for health and wellness, working out, and loves to cook for friends and family.

             

             

             

                  888 San Clemente Drive
                  Suite 300
                  Newport Beach, CA 92660

                Are markets going "Back to the Future"?

                Debt ceiling and inflation

                Tree

                Exceptional financial strength and stability

                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.9 trillion

                In invested assets globally 
                As of 12/31/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights