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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Vice President–Wealth Management
Financial Advisor
Jamal Davis works closely with executives, business owners, and families to bring clarity, structure, and intention to their complex financial lives.
Jamal joined UBS in 2016 after spending five years at GE Capital, where he completed GE’s selective Financial Management Program. His early career on GE Capital’s New York–based Sales and Trading desk provided a foundation in risk management and disciplined decision‑making.
Jamal focuses on comprehensive, goal‑based wealth planning which helps clients align their financial resources with the lives they want to build and the legacies they want to leave. His work often spans cash‑flow design, risk management, estate and insurance planning, and long‑term capital strategy, with an emphasis on thoughtful coordination across a client’s full financial picture.
Jamal is known for his planning first approach and his ability to translate complexity into clear, actionable strategy. He believes that meaningful wealth is not simply accumulated, but intentionally designed and that the best outcomes come from deep relationships, thoughtful questions, a well crafted investment portfolio and a long‑term perspective.
He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is an Accredited Wealth Management Advisor™ (AWMA®). He is also licensed to provide life and health insurance solutions in New York and California.
Jamal is a graduate of Middlebury College and remains actively involved as a co‑leader of the New York City Middlebury Alumni Chapter. He serves on the board of Compass Charter School in Fort Greene, Brooklyn, where he lives with his wife, Kaitlyn, and their son, James and daughter Addison. Outside of work, Jamal enjoys training for triathlons, exploring technology and business trends, and traveling with his family.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Jamal Davis works closely with executives, business owners, and families to bring clarity, structure, and intention to their complex financial lives.
Jamal joined UBS in 2016 after spending five years at GE Capital, where he completed GE’s selective Financial Management Program. His early career on GE Capital’s New York–based Sales and Trading desk provided a foundation in risk management and disciplined decision‑making.
Jamal focuses on comprehensive, goal‑based wealth planning which helps clients align their financial resources with the lives they want to build and the legacies they want to leave. His work often spans cash‑flow design, risk management, estate and insurance planning, and long‑term capital strategy, with an emphasis on thoughtful coordination across a client’s full financial picture.
Jamal is known for his planning first approach and his ability to translate complexity into clear, actionable strategy. He believes that meaningful wealth is not simply accumulated, but intentionally designed and that the best outcomes come from deep relationships, thoughtful questions, a well crafted investment portfolio and a long‑term perspective.
He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is an Accredited Wealth Management Advisor™ (AWMA®). He is also licensed to provide life and health insurance solutions in New York and California.
Jamal is a graduate of Middlebury College and remains actively involved as a co‑leader of the New York City Middlebury Alumni Chapter. He serves on the board of Compass Charter School in Fort Greene, Brooklyn, where he lives with his wife, Kaitlyn, and their son, James and daughter Addison. Outside of work, Jamal enjoys training for triathlons, exploring technology and business trends, and traveling with his family.
Education
Credentials
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
