Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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    Thomas Zambrano

    Director

    Financial Advisor

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          5515 Utica Ridge Road
          Suite 200
          Davenport, IA 52807
          thomas.zambrano@ubs.com
          Thomas Zambrano
          5515 Utica Ridge Road,Davenport,IA,52807
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          Grace Sisson

          Client Associate

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                  5515 Utica Ridge Road
                  Suite 200
                  Davenport, IA 52807
                  grace.sisson@ubs.com
                  Grace Sisson
                  5515 Utica Ridge Road,Davenport,IA,52807
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                Turn possibilities into a plan

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                A leading global wealth manager

                Texas

                Donor-advised funds

                Year-end charitable giving

                As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

                For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $6.9 trn

                UBS Group invested assets
                As of 10/29/2025

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

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