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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Jamal Davis, CFP®

Financial Advisor

 

Jamal joined UBS in 2016 after working for GE Capital for 5 years. While at GE Capital, he successfully completed GE’s Financial Management program. After finishing the program, Jamal joined the Sales and Trading desk for middle market loans in New York City, where he focused on compliance and trading activity. Jamal was also part of the African-American Forum while at GE Capital. Upon joining UBS he focused solely on creating goal based and cash flow plans for high net-worth prospects and clients. From planning a home purchase to preparing for retirement, he values getting to know clients and making sure they have the right tools in place to reach their goals. Through this extensive planning process, Jamal is able to help clients identify and strategize ways to achieve their goals. He does this by aiding clients through managing risk, gaining insight into their estate planning, and continually utilizing the resources of UBS and the team's network to provide clients with the services they are seeking. Jamal is
a CERTIFIED FINANCIAL PLANNER (CFP) and has earned the Accredited Wealth Management Advisor (AWMA) designation. He is also licensed to sell life and health insurance in New York State and California.

Jamal graduated from Middlebury College. He is very involved with his alma mater as he serves on the Middlebury Alumni Association Board and Leads the NYC Middlebury Alumni chapter. Jamal, his wife, Kaitlyn, and their son reside in Brooklyn, NY.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • TX
  • VA
  • VT
  • WA

Education

  • Middlebury College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor
299 Park Avenue
New York, NY 10171
  • (212) 333-8974

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

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In invested assets globally 
As of 06/30/2022

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