DAVID LEVINE

I am one of a small number of UBS Financial Advisors who have earned the designation of Private Wealth Advisor. As a Private Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients and their families.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That’s why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

I began my career in one of the equity market’s more tumultuous periods—and over the past 30 years, I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 17 years at American Express Financial Advisors, when American Express divested of their financial advisory unit. UBS has provided me and my clients with the resources of the world’s largest wealth management firm without the demands of using proprietary products and services. Objectivity for fee-based advisors is extremely important, and UBS has proved to be the right choice for me and my clients.

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. I also help them with education funding, structures for charitable giving and estate planning. In addition to the five advanced financial designations, I hold the Series 3, 7, 24 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities.

I bring clients considerable financial insight and a commitment to formulating investment strategies from a “macro” perspective through a very tailored financial planning process designed to meet the clients’ specific needs and goals. Building from UBS’s open architecture investment platform, I provide investment, financial, retirement and estate planning strategies to a range of clients, typically executives, business owners and other professionals approaching retirement. In addition, I have been instrumental in helping other individuals and families who have had unusually unique situations that needed a high level of attention to detail and services.

I am one of a small number of UBS Financial Advisors who have earned the designation of Private Wealth Advisor. As a Private Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients and their families.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That’s why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

I began my career in one of the equity market’s more tumultuous periods—and over the past 30 years, I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 17 years at American Express Financial Advisors, when American Express divested of their financial advisory unit. UBS has provided me and my clients with the resources of the world’s largest wealth management firm without the demands of using proprietary products and services. Objectivity for fee-based advisors is extremely important, and UBS has proved to be the right choice for me and my clients.

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning. I also help them with education funding, structures for charitable giving and estate planning. In addition to the five advanced financial designations, I hold the Series 3, 7, 24 and 63 securities licenses, as well as licenses for life, accident and health insurance and variable annuities.

I bring clients considerable financial insight and a commitment to formulating investment strategies from a “macro” perspective through a very tailored financial planning process designed to meet the clients’ specific needs and goals. Building from UBS’s open architecture investment platform, I provide investment, financial, retirement and estate planning strategies to a range of clients, typically executives, business owners and other professionals approaching retirement. In addition, I have been instrumental in helping other individuals and families who have had unusually unique situations that needed a high level of attention to detail and services.