David Uva

David Uva, a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®, currently serves as the Managing Director of Wealth Management at UBS. With over 23 years of experience, they specialize in overseeing the financial affairs of corporate executives, professionals, and families, utilizing a comprehensive wealth management process. David was recognized as a Best-In-State Wealth Advisor in Massachusetts by Forbes Magazine for four consecutive years from 2018 to 2021. Prior to joining UBS in 2012, they held the position of Senior Vice President at Morgan Stanley, where they focused on financial planning and investment management. David earned a B.S. in Business from Boston University and remains committed to helping clients achieve their financial goals.