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 was selected by Forbes Magazine as a 2018, 2019, and 2020 Best-In-State Wealth Advisor for Massachusetts. He has been recognized as one of the top Advisors in the financial services industry, and has achieved numerous council distinctions every year since the inception of his wealth management practice.

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.

Registered States:
AR, AZ, CA, CO, CT, FL, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, 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.

Registered States:
AZ, CA, CO, CT, FL, MA, ME, MN, NC, NH, NJ, NM, NY, OR, PA, RI, UT, VA, VT, WA

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.

Registered States:
AR, CA, CO, CT, FL, MA, ME, NH, NJ, NY, PA, RI

Prior to joining UBS in 2017, Anna first stepped foot into the financial services industry at Guggenheim Partners in NYC where she worked as a Financial Planning and Analysis intern. Anna began her career at UBS as a Client Service Associate for the Uva Wealth Management Group where she acted as a point of contact for clients to ensure they received the highest level service.

Now, in her role as a Wealth Strategy Associate, she is actively engaged in the financial planning processes for the team. As a CERTIFIED FINANCIAL PLANNER™ she intently analyzes the unique needs of each client to best help them achieve their financial goals. Anna also provides support in portfolio management including analysis, trade operations, and investment research.

She currently holds her Series 7 and 66 securities licenses.

Anna graduated in 2017 with a B.A. from Boston College Morrissey School of Arts and Sciences. To complement her degree, she has also completed the Catalyst Business Program in the Boston College Carroll School of Management.

Originally from Minnesota, Anna has now made Boston home since heading east for college and her career.

Registered States:
MA