David Coleman, Cfp®
About David Coleman, Cfp®
David Coleman, CFP®, serves as a Senior Vice President Financial Advisor at UBS Financial Services Inc. in Short Hills, NJ, where he has worked since 2013, following his education at Syracuse University, where he earned a BA in Political Science.
Work at UBS
David Coleman serves as a Senior Vice President Financial Advisor at UBS Financial Services Inc. He has held this position since 2013, contributing over 11 years of experience in the financial advisory sector. His role involves providing comprehensive financial planning and investment strategies to clients, leveraging UBS's resources and expertise to meet client needs.
Education and Expertise
David Coleman earned a Bachelor of Arts degree in Political Science from Syracuse University, where he studied from 1984 to 1988. His educational background provides a foundation for his analytical skills and understanding of economic and political factors that influence financial markets.
Background
David Coleman is a Certified Financial Planner (CFP®*) with extensive experience in financial advising. His professional journey has been characterized by a commitment to helping clients navigate their financial goals and investment opportunities. He is based in Short Hills, NJ, where he continues to build relationships with clients.