David Mc Murtrie, Cfp®
About David Mc Murtrie, Cfp®
David Mc Murtrie, CFP®, serves as an Account Vice President at UBS, where he has worked since 2011. He has over a decade of experience in financial advising, having previously held positions at Merrill Lynch, Bank of America, Standard Federal Bank, Prudential Financial, and LaSalle Bank.
Work at UBS
David Mc Murtrie has been serving as an Account Vice President at UBS since 2011. His tenure at UBS has lasted for over 13 years, during which he has contributed to the firm's financial advisory services. UBS is known for its wealth management and investment banking services, and Mc Murtrie's role involves managing client relationships and providing tailored financial solutions.
Previous Experience in Financial Advisory
Before joining UBS, David Mc Murtrie held various positions as a Financial Advisor at several financial institutions. He worked at Merrill Lynch from 2009 to 2011, Bank of America from 2008 to 2009, Standard Federal Bank from 2002 to 2005, and Prudential Financial from 1998 to 2002. Additionally, he was employed at LaSalle Bank from 2005 to 2008. This extensive experience in the financial sector has equipped him with a broad understanding of financial planning and investment strategies.
Education and Expertise
David Mc Murtrie earned a Bachelor of Science degree in Business Administration and Management from the University of Detroit Mercy, completing his studies from 1993 to 1998. He further enhanced his expertise by obtaining a Certificate in Personal Financial Planning from Boston University, which he completed from 2008 to 2010. This educational background supports his qualifications as a Certified Financial Planner (CFP®).