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David B. Franken
David B. Franken, CFP®
Vice President - Investments
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Wealth Advisor
  • Senior Managed Accounts Consultant (SMAC)
3801 PGA Boulevard
10th Floor
Palm Beach Gdns, FL 33410
561-624-6439
800-843-5451
561-624-6415 fax
david.franken@ubs.com

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Investment Insights
My Perspective
Corporate Profile CorporateProfile.pdf (370kb)
Individual Investor Profile ind_investorprofile.pdf (71kb)
Your Retirement: Make Confident Decisions About Your Retirement your_retirement.pdf (416kb)
Your Estate Plan estate_plan.pdf (307kb)
The Impact of Decoupling on Your Estate Plan TheImpactofDecouplingonYourEstatePlan.pdf (111kb)
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