Financial planning and beyond

Sailboat splashing in water

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Four people meeting in glass office

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.

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    David Young

    First Vice President–Wealth Management

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    • AK
    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MD
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NV
    • OH
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY
    Dave has a B.S in Business Administration from the University of Montana.  After working as a revenue agent for the IRS he joined Merrill Lynch in 1990 as part of the institutional fixed-income group and moved to UBS in 2000.  Dave specializes in fixed-income investments for both institutions and individuals and utilizes Bloomberg technology programs in his analysis of fixed-income markets and instruments.  He is responsible for the teams fixed income analysis and investments.  When he isn't golfing Dave utilizes his skills to help raise funds for local non-profit groups.  As a current member and Past President of the East Anchorage Rotary he is actively involved in the Anchorage community.  He and his wife Sharon live in West Anchorage.

      • University of Montana, B.S. Business Administration
        3000 A Street
        Suite 100
        Anchorage, AK 99503
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        Timothy Whitworth

        Director

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        • AK
        • AZ

            • Wealth Advisor
            3000 A Street
            Suite 100
            Anchorage, AK 99503
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            Michael Meek

            First Vice President–Wealth Management

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            • AK
            • AR
            • AZ
            • CA
            • CO
            • FL
            • GA
            • ID
            • IL
            • KY
            • LA
            • MD
            • ME
            • MI
            • MO
            • MS
            • MT
            • NC
            • ND
            • NM
            • NV
            • OH
            • OR
            • PA
            • SD
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

                  3000 A Street
                  Suite 100
                  Anchorage, AK 99503
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                  Richard Scott "Rick" Henningsen

                  Account Vice President

                  Senior Wealth Strategy Associate

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                  • AK
                  • CA
                  • WA

                        3000 A Street
                        Suite 100
                        Anchorage, AK 99503

                      Focus on liquidity management

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                      UBS and Credit Suisse—stronger than ever

                      Managing wealth is our craft

                      We’re committed to understanding what wealth means for you.

                      At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                      Backed by the strength of UBS

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                      $5+ trillion

                      In invested assets globally 
                      As of 11/07/2023

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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