David M. Rose is a Financial Advisor and Director at UBS Financial Services Inc., where they assist clients in aligning their financial goals with effective strategies. Previously, they served as a Branch Manager and Senior Vice President at Morgan Stanley Smith Barney, and as a Sales Manager and Vice President at Smith Barney. David earned a B.A. in History and Economics from Fordham University and a M.S. in Management & Leadership from East Stroudsburg University of Pennsylvania. Their extensive expertise includes portfolio management, wealth management, and retirement planning.
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