Samuel J. "Sam" Davidson
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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Samuel J. "Sam" Davidson

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • KS
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Samuel J. "Sam" Davidson

Education

  • Bachelor of Science, Master of Business Administration, University of Maryland

Credentials

  • Senior Portfolio Manager

Samuel J. "Sam" Davidson

888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

Email Me

Samuel J. "Sam" Davidson

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • KS
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor of Science, Master of Business Administration, University of Maryland

Credentials

  • Senior Portfolio Manager
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6019

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

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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.

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As of 12/31/2022

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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