Lasting relationships. For all that matters

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

Insights

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

    David Potischman, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DC
    • FL
    • KY
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    I am honored to be a Certified Financial Planner™ helping our clients to make critically important decisions about their wealth and life plans. As a CFP®, I have deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax.  In order to provide comprehensive solutions, I am securities, life, health and long term care insurance licensed, and I am proud to have attained the Portfolio Manager designation at UBS. I graduated with honors from Bowdoin College in Maine. I live in Livingston with my wife, two daughters and our dog Stella.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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.
    • UBS Wealth Management Director’s Council, 2024UBS 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.

        500 Campus Drive
        Florham Park, NJ 07932
        david.potischman@ubs.com
        David Potischman, CFP®
        500 Campus Drive,Florham Park,NJ,07932
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        Jacqueline Elefante

        Senior Client Associate

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          Donna joined Smith Barney in 2001 as a Senior Client Service Associate.  She moved to UBS in 2012. Prior to working with Smith Barney, Donna was the managing director of a non-profit national firm providing services to developmentally disabled adults for 13 years. Donna lives with her husband, Andrew, two children, and their menagerie of pets

                500 Campus Drive
                Florham Park, NJ 07932
                donna.elefante@ubs.com
                Jacqueline Elefante
                500 Campus Drive,Florham Park,NJ,07932
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