Financial planning tailored to your goals

The Uva Wealth Management Group

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Uva Profile Photo

    David Michael Uva, ChFC, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

    David began his wealth management career in 1996 at Smith Barney, and joined UBS Financial Services in 2012.

    As both a CERTIFIED FINANCIAL PLANNER professional, and Chartered Financial Consultant®, the focus of David's practice has been providing comprehensive, holistic wealth management and financial planning solutions for high net-worth individuals, successful professionals, and families. He serves his clients using a Family Office model  providing a broad range of services including retirement planning, equity compensation strategy for corporate executives, portfolio management and advisory services, risk management, and education funding strategies. He frequently collaborates with estate planning attorneys to help clients optimize their multi-generational legacy planning.

    David strives to provide a level of personal service for his clients that is second to none, and is committed to delivering time-tested solutions to help clients meet their personal life goals and objectives. Simply put, he helps people build and preserve wealth. 

    David graduated from Boston University with a degree in business and resides in North Reading, MA with his wife Sharon and their children Nicholas and Aria. They are actively involved with and support numerous organizations including the Greater Boston Food Bank, Arlington Academy of Hope, Jhamtse International, and the Navy Seal Foundation.

    CA Insurance Number 0M50536

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Boston University, Business
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Financial Consultant
    • Senior Portfolio Manager
    One Post Office Square
    32nd and 33rd floors
    Boston, MA 02109
  • William Marsden Profile Photo

    William Scot Marsden, CFP, CIMA

    Account Vice President

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA

    Scot started his career in financial services with Deloitte in New York City providing equity and fixed income consulting services to financial institutions, public companies and private ventures. Scot joined UBS Wealth Management Americas in 2015 to focus on providing comprehensive wealth management and financial planning for professionals, business owners and retirees.

    As a CERTIFIED FINANCIAL PLANNER™ professional, Scot thoroughly enjoys helping clients and their families feel organized, educated, and empowered in all things financial. His wealth management process is comprehensive, disciplined and engaging. The range of services include cash flow and retirement planning, estate and trust planning, debt management, tax planning in collaboration with a CPA, insurance and risk management,  charitable giving strategies, equity ownership planning, and education planning.

    As a Certified Investment Management Analyst® professional, Scot takes a proactive role in ensuring that clients' investment portfolios are appropriate based on their financial goals, risk tolerance and capital market experiences. Scot is a goals-based investor. He helps clients understand optimal asset positioning based on their specific needs and objectives. He also focuses on helping clients navigate the emotional and behavioral aspects of investing to ensure that the benefits of a long-term disciplined approach are obtained.

    Scot holds a dual B.S. in finance and economics from Utah State University. He also completed an executive education program at the Yale School of Management in Investment Management Theory & Practice.

    Scot lives in the greater Boston area with his wife Sarah and their children. When not working, you can find him actively engaged in volunteer efforts in his community and church or enjoying a day of snow skiing, water skiing or out playing golf, tennis, and basketball.

      • Utah State University, Finance and Economics
      • Yale School of Management, Executive Education Program in Investment Management Theory & Practice
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      One Post Office Square
      32nd and 33rd floors
      Boston, MA 02109
    • David Cavicchio Profile Photo

      David Cavicchio

      Wealth Management Associate

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      • AR
      • CA
      • CO
      • CT
      • FL
      • MA
      • ME
      • NH
      • NJ
      • NY
      • PA
      • RI

      David has worked in the Financial Services industry for over 20 years and joined UBS in 2009. He graduated from Merrimack College with a B.A. degree in Psychology and his past employment includes Computershare, SG Cowen, Morgan Stanley, Manulife Financial and Smith Barney. He holds the Series 7, 63 and 65 securities licenses.

      He was a CSA Coach, serving to help other UBS Client Service Associates optimize their performance and client service efforts. David is proud to be a UBS Pursuit of Excellence Award winner and was also a member of the CSA Coach Advisory Council. He grew up on the south shore of Boston and currently lives in Roslindale with his wife, Racheal. In his spare time, he enjoys skiing and mountain biking.

        • Merrimack College, Psychology
          One Post Office Square
          32nd and 33rd floors
          Boston, MA 02109
        • Zach Forzani

          Zach Forzani, CFA

          Client Associate

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IL
          • MA
          • ME
          • MI
          • MN
          • NC
          • NH
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TX
          • UT
          • VA
          • VT
          • WA

          Zach began his financial services career seven years ago with Fidelity Investments, where he assisted high net worth clients with account maintenance, asset movement, and trading. He then worked as an Internal Wholesaler for GW&K Investment Management before joining UBS in November 2021.

          Zach assists the team in a variety of ways including client service, asset transfers, trading, and investment research.

          Zach grew up in Weston, CT and graduated from Loyola University Maryland in 2014. He lives in Boston and in his spare time, Zach enjoys snowboarding and rooting for his favorite sports teams, the New York Yankees and New York Giants, much to the chagrin of his Boston office mates.

          Zach is a CFA®  charterholder and is a member of the CFA Insitute and the CFA Society Boston. CFA® and Chartered Financial Analyst® are trademarks owned by the CFA Institute.

           

            • Loyola University Maryland, BBA
            • Chartered Financial Analyst®
            One Post Office Square
            32nd and 33rd floors
            Boston, MA 02109
          • Rich Uva

            Richard Uva

            Senior Wealth Strategy Associate

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            • CT
            • MA

            Before joining the team at The Uva Wealth Management Group, Rich enjoyed a 25 year career on Wall Street, most of which was spent at UBS Investment Bank. His professional trading experiences encompass a wide array of products – options, commodities, currencies, U.S. equities, and foreign equity securities transacted in virtually every stock market across the globe.

            During his years at UBS, his roles included Senior Derivatives Trader and Head of International Equities Trading and Sales. His area of specialization was managing the risk elements of the trading business – from the appropriate use of the bank’s balance sheet in facilitating its institutional clients to the myriad regulatory trading and order execution requirements in most of the world’s stock markets.

            Rich’s role within the team is to serve as an additional resource for clients, sharing his perspective and insight on market behavior, investment strategy, and economics. He enjoys analyzing and discussing the ongoing stream of economic news and macro issues that drive global markets and stands ready to help clients make sense of market behavior as it relates to their own unique financial goals.

            Rich holds a B.S Economics, Harvard University and MBA Finance, NYU Stern School of Business.

            When not working, Rich enjoys traveling, fitness training, and spending time in the outdoors.

                  One Post Office Square
                  32nd and 33rd floors
                  Boston, MA 02109
                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Your lifelong financial plan. UBS Wealth Way

                Your lifelong financial plan. UBS Wealth Way

                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager