David Sears Email & Phone Number

“Our team is dedicated to making our clients feel comfortable with our recommendations and strategies. We strive to explain the markets and what is going on in the world in a relatable manner, so they always feel informed. We understand what matters to them and will work tirelessly on their behalf.”FocusDavid works with a variety of institutions and affluent clients to help them navigate financial complexities through a highly specialized service approach. As a former member of the UBS Institutional Consulting Advisory Council, David helps advise the firm on all aspects of the institutional business. He works closely with corporations, non-profits, foundations and endowments to develop customized strategies designed to help them work toward their objectives. David takes the time to understand his clients and wants them to feel like they are learning every time they meet. He has the unique ability to explain complex concepts in a relatable way.BackgroundDavid joined UBS in 2007 as part of a handpicked group chosen nationally to complete a focused wealth management and institutional consulting program. He brings deep expertise to the team and extensive access to contacts and resources at the firm. David has earned the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Chartered Retirement Plans Specialist® professional certifications to serve his clients more comprehensively. He was a member of the CIMA® Certification Commission, the group of individuals that assist in the writing of the Certified Investment Management Analyst® exam. David earned B.S. in finance and economics from Rutgers Business School, graduating Phi Beta Kappa.PersonalAs a resident of Wall, New Jersey, David and his wife have three children. David was formerly a board member and volunteers his time with mental and behavioral health organizations./*********/**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.**