David Peeler, Cpfa, C(k)p®
About David Peeler, Cpfa, C(k)p®
David Peeler is a Senior Vice President of Wealth Management at UBS, where he has worked since 2022. He specializes in assisting non-profit organizations and affluent families in achieving their financial goals and optimizing financial processes.
Work at UBS
David Peeler serves as a Senior Vice President in Wealth Management at UBS, a position he has held since 2022. He operates in the New York City Metropolitan Area, focusing on providing tailored financial services to affluent families. His role involves helping clients achieve their financial goals and objectives through personalized strategies.
Education and Expertise
David Peeler earned a Master's Degree from Northwestern University, where he studied from 1987 to 1989. He also holds a Bachelor's Degree from Northeastern University, which he completed from 1977 to 1981. His educational background supports his expertise in wealth management and financial advisory services.
Background
Prior to joining UBS, David Peeler worked at Merrill Lynch Wealth Management for 11 years, where he held the positions of Senior Financial Advisor and First Vice President in Wealth Management from 2011 to 2022. His previous experience as a CEO and entrepreneur contributes to his understanding of financial processes and strategies.
Client Focus and Services
David Peeler specializes in assisting non-profit organizations and independent schools in optimizing their financial processes for long-term sustainability. He also works closely with affluent families, providing guidance to help them meet their individual financial goals and objectives.
Professional Contributions
In addition to his work with families and organizations, David utilizes his experience to assist private equity firms and key executives. He focuses on maximizing financial options, leveraging his extensive background in wealth management and advisory services.