Global insight for complex wealth

Nevada Wealth Management

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Suspension bridge

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 Miller Profile Photo

    David J. Miller, CFA, CFP

    Managing Director–Wealth Management

    Private Wealth Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KS
    • MD
    • MI
    • MO
    • MS
    • MT
    • NC
    • ND
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Dave grew up in Calabasas, CA, went to UCLA for undergraduate studies, and then UCSB for graduate school.  Dave has loved the capital markets since high school when he took his first AP Macroeconomics class.  He also enjoys working with people so he got into the wealth management side of the business.  One of the best decisions of his life was moving to Reno in 2003.  He and his wife, who is also from Los Angeles, love raising their two children in this fabulous community and they feel so blessed to enjoy the abundances of life offered here in Reno.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • UCLA, Bachelor's Degree
    • UCSB, Master's Degree
    • Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Analyst®
    • Senior Portfolio Manager
    6900 South McCarran Boulevard
    Suite 1020
    Reno, NV 89509
  • Jim headshot

    James Gibson

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KS
    • MD
    • MI
    • MO
    • MS
    • MT
    • NC
    • ND
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    James Gibson has been a practicing Financial Advisor in the Riverside, California area for the past 23 years and is a Senior Portfolio Manager in the Portfolio Management Program, has earned the Chartered Retirement Planning Counselor designation, and also the distinguished UBS title of Wealth Advisor.  He currently holds a Series 7, 31, 63, 65, Ca Insurance license as well as FINRA Series 9 and 10 – General Securities Sales Supervisor.   

    Jim lives with his wife Brenda, who is a talented artist and has a daughter who is a senior at Cal State Channel Islands. When Jim has a spare moment, he likes to work on improving his golf, tennis and cycling and he enjoys flying as he is a licensed pilot.

    CA License #: 0B69714

        • Senior Portfolio Manager
        • Wealth Advisor
        6900 South McCarran Boulevard
        Suite 1020
        Reno, NV 89509
      • Scott Hinxman Profile Photo

        Scott Hinxman, CFA

        Senior Wealth Strategy Associate

        • image
        • image
        • image
        • CA
        • MT
        • NV
        • OR
        • TN

        Scott works with clients to develop personalized financial plans and strategies in addition to contributing to portfolio management research and analysis for the team. He joined the Nevada Wealth Management team over 4 years ago and has gained experience in different aspects of financial services through his various roles. He takes great pride in working for our unique and impressive clients.

        Scott was born and raised here in Reno, Nevada and enjoys all the outdoor activities Reno has to offer from golfing in the summer to snowboarding in the winter. After graduating from Bishop Manogue High School, he attended the University of Nevada where he graduated Magna Cum Laude with a B.S. in Finance and a minor in Economics. He continued his studies after college and went on to earn the CFA designation.

          • University of Nevada, B.S. Finance, Magna Cum Laude
          • Chartered Financial Analyst®
          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
        • Brianna Farley Headshot

          Brianna Farley

          Client Associate

          • image
          • image
          • AK
          • AZ
          • CA
          • CO
          • DE
          • FL
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • ME
          • MI
          • MN
          • MT
          • NC
          • NE
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          Brianna came to Nevada Wealth Management in 2022, and has been in the financial services industry since 2017. She is a graduate of the University of Nevada, Reno, where she earned her Bachelor of Science Degree in Business Administration. Brianna is dedicated to providing exceptional hands-on care and service to our clients, as well as supporting David and our team. Brianna has her Series 7, 65, and 63 as well as a Nevada life and health insurance license. Outside of work, Brianna enjoys mountain biking, camping, and spending time outside with her dogs.

            • University of Nevada, Bachelor of Science in Business Administration
              6900 South McCarran Boulevard
              Suite 1020
              Reno, NV 89509
            • Morgan headshot

              Morgan Cartledge

              Client Associate

              • image
              • image
              • NV

              Morgan has grown up here in Reno, Nevada. In May 2022, she graduated Summa Cum Laude with a B.S. in Applied Mathematics and a double minor in Accounting and Economics from the University of Nevada, Reno. In the same week of her college graduation, she passed her final test to become a registered client service associate. Morgan holds her Series 7 and 66 licenses, and is excited to provide our clients with the highest degree of service. With a few finance electives under her belt, such as Investments and Financial Derivates, she is excited to gain experience in the industry and continue her career with Nevada Wealth Management. She is also excited to explore new hobbies outside of school while furthering her career.

                    6900 South McCarran Boulevard
                    Suite 1020
                    Reno, NV 89509

                  Private Wealth Management

                  As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

                  The circular economy: What is it?

                  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

                  #1

                  For Ultra-High Net Worth clients

                  Euromoney Private Banking and Wealth Management Survey, 2016-2022

                  Best

                  Global private bank services, 2016-2022
                  Euromoney Private Banking and Wealth Management Survey, 2022