David Elliott, CFP®, is a First Vice President in Wealth Management at UBS Financial Services Inc, where they have been since 2009, specializing in comprehensive financial planning for institutions, individuals, and families. With 15 years of experience at a New York Exchange listed firm, David's expertise encompasses investments, insurance, tax, estate, and retirement planning. Prior to UBS, they served as Vice President of Investments at Morgan Stanley Smith Barney from 2000 to 2008. David holds a Bachelor of Arts in Political Science from Denison University, earned in 1987.
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