Senior Vice President–Wealth Management
Financial Advisor
David is also responsible for the structure and focus of our team. His experience lies with recognizing and addressing the concerns, investment solutions and estate planning needs for affluent individuals and entities. His consistent, in-depth review of the investment climate gives our team the additional resources necessary to recommend alternative solutions in times of uncertainty. David has been in the financial services industry since 1980.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
David is also responsible for the structure and focus of our team. His experience lies with recognizing and addressing the concerns, investment solutions and estate planning needs for affluent individuals and entities. His consistent, in-depth review of the investment climate gives our team the additional resources necessary to recommend alternative solutions in times of uncertainty. David has been in the financial services industry since 1980.
Credentials
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Client Associate
Loretta helps our clients with their administrative needs, including account inquires and requests. With a background in banking operations, Loretta has the knowledge and experience necessary to resolve our clients' service requests and monitor all account requirements. Loretta has worked in the financial services industry since 1986.
Senior Client Associate
Loretta helps our clients with their administrative needs, including account inquires and requests. With a background in banking operations, Loretta has the knowledge and experience necessary to resolve our clients' service requests and monitor all account requirements. Loretta has worked in the financial services industry since 1986.
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.
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.
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