David Avery

David Avery, CFP®, CRPC®, is a First Vice President in Wealth Management and a Portfolio Manager at UBS, where they have worked since 2009. With a background in financial analysis from Arnold Worldwide and a decade at Merrill Lynch, they have cultivated strong client relationships built on trust and understanding. David is dedicated to helping successful professionals and their families achieve financial security and legacy planning. A certified financial planner since 2004, David has also been actively involved in the Berkshire community as the former Board Chairman for the Berkshire Chamber of Commerce and a founding member of 1Berkshire. David resides in Pittsfield, MA, with their wife, Elizabeth.