Let's move forward. Together.

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

Sam joined UBS as a financial advisor in 2000, and he focuses his time in the financial planning space. Sam discovered his affinity towards Capital Markets and investing while in college at the University of Maryland pursuing his degree as an MBA. He realized that this would be an impactful way to marry his interests with his desire to serve others and so began his career in finance.

Sam has decades of experience partnering with families to help them plan a future that will provide financial security, peace of mind, and the freedom to purse their passions. Families on their way to building generational wealth rely on Sam’s experience and the tools at his disposal through UBS, to help them successfully navigate this path. The relationships he creates with his clients are of utmost importance to him and he believes that communication is the key component to helping his clients achieve the level of financial comfort they seek.


In addition to working with clients, Sam has endeavored to spend time helping in his community. He has served as President of the Orange County U of Maryland alumni association and as a volunteer with the Children’s Hospital of Orange County. Over the years, he has worked with various organizations that benefit children. Currently he spends time volunteering at his youngest child’s school. Sam’s passion is his family and spending time together with his wife and children, traveling and participating in outdoor activities like biking, swimming, and skiing.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • HI
  • ID
  • IL
  • IN
  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
Custom portfolios
Business Owners
Corporate executives
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6019

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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