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.


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
    • MA
    • MD
    • ME
    • MI
    • NC
    • NH
    • NJ
    • NM
    • 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, 2023The 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.

        500 Campus Drive
        Florham Park, NJ 07932
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        Jacqueline Elefante

        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

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              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.

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