Senior Vice President–Wealth Management
David is a Senior Vice President of Wealth Management at our firm's Melville, New York office after previously serving as the branch manager of the Port Jefferson, NY branch. Prior to joining UBS in 2014, he was a Senior Vice President and Financial Advisor with Morgan Stanley. With over 30 years experience as a Financial Advisor, David earned his Wealth Advisor designation in 2016, an award which represents a UBS certification to address complex client needs with a comprehension array of wealth management services. David's diversified experience and knowledge of the business enables him to provide quality strategies customized to your needs. He concentrates on developing long-term relationships through a commitment to quality client service, personalized advice and first-class solutions.
He currently holds his FINRA series 7, 63, 31 and 9/10 licenses, as well as licenses for life, accident and health insurance and variable annuities.
David grew up on Long Island and currently resides in Miller Place, NY. In his free time he enjoys boating, fishing, skiing, traveling with his family and training in mixed martial arts.
Vice President–Wealth Management
Senior Client Associate