David Uva, Chfc®, Cfp® Email & Phone Number

As both a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®, I oversee the financial affairs for a select group of corporate executives, successful professionals, and families in the greater Boston area and around the U.S. Since 1997 I have focused on helping my clients achieve their financial objectives and life goals using a comprehensive, disciplined, wealth management process. I serve my clients using a Family Office model providing a broad range of wealth management services.When I Am Not Working:I enjoy fitness cross-training, playing golf, and training in Brazilian Jiu-Jitsu. My wife Sharon and I live in North Reading, MA.I Welcome A Connection If You Are:-Seeking a holistic and thoughtful Financial Advisor for your family-Interested in and informed second opinion on your financial situation-Could use a comprehensive risk analysis of your current investments-Are a corporate executive with concentrated stock exposure in need of a risk management strategydavid.uva@ubs.com 617-439-8591/*********/**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 Wealth Management, Asset Management, Financial Planning, Equity Compensation, and 2 others.