David Schoen

David Schoen, CFP®, AWMA®, is the First Vice President at UBS Financial Services Inc., where they lead a team providing customized wealth management advice primarily to high net worth individuals and families. With over a decade of experience in the financial sector, David has held various roles, including Wealth Planning Analyst and Account Vice President at UBS, and Brokerage Associate at Charles Schwab. They are dedicated to helping clients achieve their financial goals through planning and actionable advice, overseeing more than $1 billion in assets for approximately 200 families and individuals. David obtained their financial credentials and continues to enjoy personal pursuits such as cooking, golf, tennis, and watching college football.