David McMurtrie, CFP - UBS Financial Services Inc. is a team of dedicated Financial Advisors committed to helping individuals organize their finances and meet their short-term needs, longer-term goals, and generational visions. With over 18 years of experience in financial services, David specializes in comprehensive financial planning, including portfolio management, retirement planning, income generation, education funding, and wealth transfer issues.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, David and his team provide knowledgeable perspective, good judgment, and broad experience to help clients navigate the complexities of today's markets and seize opportunities. They prioritize liquidity management and offer investment advisory services as an SEC-registered investment adviser and brokerage services.
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