Insight-based advice

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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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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 Mason

    David Mason

    First Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • FL
    • MA
    • MD
    • ME
    • NH
    • NM
    • NV
    • NY
    • OH
    • OR
    • RI
    • TX
    • VA
    • VT
    • WA

    Professional Experience

    • UBS Financial Services, Inc.
      Hyannis, MA, 2012 - Present
    • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
      Hyannis, MA, 1980 - 2012
    • EF Hutton & Co., Inc.
      Hyannis, MA, 1975 - 1980

    Education

    •  B.A. Finance, University of Miami, 1972

      • University of Miami, B.A. Finance
        1471 Iyanough Road (Route 132)
        Hyannis, MA 02601
      • William Todd

        William Todd

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • MA
        • MD
        • ME
        • MN
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • PA
        • RI
        • SC
        • TX
        • UT
        • VT
        • WA
        • WV

        Professional Experience

        • UBS Financial Services Inc.
          Hyannis, MA, February 1986 - Present
        • E F Hutton & Co., Inc. - Assistant Vice President
          Hyannis, MA, May 1979 - February 1986

        Education

        • M.B.A. Finance, University of Connecticut, 1979
        • B.S. Business Administration, University of Rhode Island, 1972

          • University of Connecticut, M.B.A. Finance
          • University of Rhode Island, B.S. Business Administration
            1471 Iyanough Road (Route 132)
            Hyannis, MA 02601
          • Jonathan Todd

            Jonathan Todd

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • ID
            • MA
            • MD
            • ME
            • NH
            • NJ
            • NM
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • TX
            • UT
            • VA
            • VT
            • WA

            Professional Experience

            • UBS Financial Services Inc.
              Hyannis, MA, October 2010 - Present
            • CA Insurance License #: 0K34118

            Education

            • B.S. Business Administration, University of Vermont, 2006

             

              • University of Vermont, B.S. Business Administration
              • Accredited Wealth Management Advisor℠
              1471 Iyanough Road (Route 132)
              Hyannis, MA 02601
            • Michelle Crane

              Michelle Crane, FPQP

              Senior Client Associate

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              • AZ
              • CA
              • CT
              • FL
              • MA
              • ME
              • NH
              • NJ

              Professional Experience

              • UBS Financial Services
                Hyannis, MA , 2012 to present
              • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
                Hyannis, MA, 1987 - 2012

              Education

              • A.A. Liberal Arts

                  • Financial Paraplanner Qualified Professional™
                  1471 Iyanough Road (Route 132)
                  Hyannis, MA 02601

                The Year Ahead - Sustainable Investing

                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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