David Powers Email & Phone Number

As the founding member of The Powers Group, David’s goal is to go above and beyond for his clients. With more than 30 years of experience, he has navigated through numerous market cycles. By leveraging his expertise in market volatility, David is able to help clients in any financial circumstance, simple or complex. Over the years he has developed various strategies to provide a high level of attention to his clients, without ever losing sight of each client’s short, moderate, and long-term financial goals. David takes pride in his personal relationships with clients, giving customized support to help develop a sense of confidence for his clients and their futures. David can apply his highly developed knowledge to guide investors of all types through various financial obstacles. He has a specific focus on Estate Planning, Retirement Planning, Lending, and Asset Allocation Strategies geared towards the needs of high-net-worth individuals, families, and businesses. His deepest satisfaction comes from helping his clients achieve both financial and personal goals. Prior to joining UBS Wealth Management in 2022, David was a Managing Director – Investment Officer at Wells Fargo Advisors. He began his financial services career with Prudential Securities and Smith Barney. Additionally, he has been recognized nationally at higher education conferences with 13 consecutive Barron's Top 100 Financial Advisors Summit nominations (2024, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015- 2011) and 7 consecutive Forbes Advisors Summit nominations (2024, 2022, 2021, 2020, 2019, 2018, 2017). Away from the office David enjoys biking, golfing, and traveling. David is a proud father of two, one of his sons is a recent graduate of Lehigh University and his other son earned his MBA at Indiana University. David currently resides in New York City with his wife. They love to give back to their community and are involved in several charities in the New York metropolitan area. Anyone who knows David would use the word dependable to describe his character and his reputation. He has a defined passion for his career and his clients./*********/**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.**