David Savetz
About David Savetz
David Savetz serves as the Senior Vice President at UBS Wealth Management, where he has worked for 24 years. He holds an MBA from the Zicklin School of Business and a JD from Brooklyn Law School, and he specializes in providing personalized financial solutions and comprehensive wealth management services.
Work at UBS
David Savetz has served as Senior Vice President at UBS Wealth Management since 2000, accumulating 24 years of experience in this role. He operates from Melville, New York, where he emphasizes building long-term relationships with clients. His approach includes periodic meetings and conversations to understand clients' specific goals and priorities. Savetz aims to provide a high level of personal advice and concierge service, assisting clients in navigating their financial futures with confidence.
Education and Expertise
David Savetz holds a Master of Business Administration (MBA) from the Zicklin School of Business at City University of New York-Baruch College. He also earned a Doctor of Law (JD) from Brooklyn Law School. Additionally, he obtained a Bachelor of Arts (B.A.) in Communication from the State University of New York at Albany. His educational background supports his extensive expertise in wealth management, enabling him to offer customized financial solutions.
Background
Before joining UBS, David Savetz worked at Merrill Lynch as Vice President and Senior Financial Consultant for nine years, from 1991 to 2000, in Great Neck, New York. His career in wealth management spans over 20 years, during which he has developed a comprehensive understanding of client needs and financial strategies. He is licensed to operate in multiple states, including Arizona, California, and New York, among others.
Client-Focused Services
David Savetz focuses on providing advice that extends beyond traditional investing. His services include trust planning, lending, long-term care, life insurance, and comprehensive estate planning. This holistic approach allows him to address a wide range of financial needs, ensuring that clients receive tailored solutions that align with their long-term objectives.