David Perrigo, Wealth Advisor Email & Phone Number

Our team is entrusted with over $300 million in assets and has more than 50years of combined experience in financial services. Our industry experience, in combination with our firm's resources, allow us to coordinate all aspects of our client's financial lives and achieve their financial goals. We arededicated to providing customized solutions with the highest level of service,integrity and knowledge. Ultimately, the value we bring to our clients is acombination of trust, expertise and a clear understanding of their needs. Weoffer our clients access to some of the world's most powerful financialresources. But the most important resources of all are the ones we bring tothe table whenever we discuss your needs - listening and understanding. Theyare the first steps in the disciplined, ongoing process of wealth management.With offices located in Brookfield and downtown Milwaukee, we specialize inall facets of wealth management, including financial planning, estate planning,alternative investments, insurance, retirement income planning and lending. **These are the comments of this Financial Advisor 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.**

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  University Of Wisconsin-Madison

  Mpa- Public Policy & Finance, Ba - Economics