Experience

Makes all the difference

David Bruner, CFP®, CIMA®

Senior Vice President–Wealth Management

Financial Advisor

Over 25 years of financial services experience
Graduate of the United States Military Academy at West Point (USMA)
CERTIFIED FINANCIAL PLANNNER™

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • IL
  • IN
  • KS
  • MD
  • MI
  • MN
  • MO
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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

2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110

Email Me

david.bruner@ubs.com
David Bruner, CFP®, CIMA®
2155 Louisiana Blvd NE,Albuquerque,NM,87110

Jason Penn

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
  • WY
2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110

Email Me

jason.a.penn@ubs.com
Jason Penn
2155 Louisiana Blvd NE,Albuquerque,NM,87110

Muna Melvin

Senior Client Associate

2155 Louisiana Blvd NE
Suite 10000
Albuquerque, NM 87110

Email Me

muna.melvin@ubs.com
Muna Melvin
2155 Louisiana Blvd NE,Albuquerque,NM,87110

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