Brian David Email & Phone Number

I have been in the financial services industry for over 26 years. Twenty-three of those years have been here at UBS Financial Services. My job is simple: to make people money and save them on taxes. My approach to wealth management for my clients integrates these core tenets:1) INDIVIDUAL STRATEGIC PLANNING I sit down with you to determine what we are investing to accomplish. Are we saving for college? For your retirement? Or do we need to create a portfolio that will produce a current rising income stream on a monthly basis?2) A TAILORED INVESTMENT APPROACH After reviewing your goals and risk tolerance, I develop a customized portfolio of individual stocks or a combination of stocks, bonds, exchange traded funds and mutual funds. Your account is actively managed to meet our end goal of making money.3) SUPERIOR SERVICE & COMMUNICATIONMy team's strategy is to always be available to you. You get a live person when you call, and emails are returned and problems solved on the same day. My team works directly with your CPA or estate lawyer to make sure all coordination of accounts is being met. You hire me to be your CFO. I welcome the opportunity to meet with you and learn your unique situation. Please feel free to contact me at 678-441-1017 or brian.david@ubs.com. **Registered States**AL,CA,CO,CT,DE,FL,GA,IL,IN,MA,MD,MN,MS,NC,NJ,NM,NY,OH,OK,OR,PA,SC,TN,TX,VA,WA,WV,WY/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Childrens Healthcare Of Atlanta Legacy Advsior.

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  The University Of Georgia