Experience

Makes all the difference

David Potischman, CFP®

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

500 Campus Drive
Florham Park, NJ 07932

Email Me

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

Jacqueline Elefante

Senior Client Associate

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

Email Me

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