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Doug Davis
Doug Davis
Vice President - Investments
Advisory and Brokerage Services
  • Wealth Advisor
5285 SW Meadows Rd
Ste 495
Lake Oswego, OR 97035
503-603-1229
800-444-1707
503-684-9091 fax
doug.davis@ubs.com
In today’s fast-paced world, few people have the time or resources necessary to manage their investments. As a Financial Advisor, I can help. I take the time to understand your needs and goals so that together we can develop an in-depth wealth management strategy. I can advise you on changing market conditions, and from time to time will suggest a review to re-evaluate your investment goals and our strategies for pursuing them.

Managing Wealth

Retirement Plans at UBS

Are you maximizing the new tax advantages of your retirement savings?
Planning for retirement in a changed world

Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

My Perspective
Doug Davis Wealth Advisor Bio DE05940_30621_Doug_Davis_Wealth_Advisor_bio_10-09.pdf (502kb)
Financial Goal Analysis financial_goal_analysis.pdf (234kb)
Washington Weekly washington_weekly_circular.pdf (660kb)
From Stock Concentration to Diversification FromStockConcentrationtoDiversification.pdf (311kb)
News

UBS to announce fourth-quarter 2009 results on February 9, 2010
UBS AG nominates Wolfgang Mayrhuber for election to its Board of Directors

Spotlight Articles

2010 market outlook and investment opportunities
Managing your portfolio for you and your heirs
Market Outlook: 2010–the year of living less dangerously (591kb)

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DJIA 10072.84
NASDAQ 2152.65
S&P 500 1077.22
30yr Tsy 4.53
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2010 Market Opportunities

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