David Staats
About David Staats
David Staats is a Senior Vice President in Wealth Management at UBS, where he has worked since 1992. He specializes in strategic investment planning to help clients prepare for retirement and holds a Bachelor of Science in Business Administration from The University of Akron.
Work at UBS
David Staats has been employed at UBS since 1992, serving as a Senior Vice President in Wealth Management. Over the course of 32 years, he has developed a strong expertise in strategic investment planning, focusing on retirement preparation for clients. His long tenure at UBS highlights his commitment to the firm and the financial services industry.
Education and Expertise
David Staats earned a Bachelor of Science in Business Administration with a focus on Finance from The University of Akron, where he studied from 1982 to 1987. His educational background provides a solid foundation for his work in wealth management, enabling him to create comprehensive financial plans that maximize retirement income for his clients.
Background
David Staats has built a career in wealth management, with a specific emphasis on helping clients prepare for retirement. His role involves strategic investment planning, which is essential for clients looking to secure their financial future. He is licensed to operate in over 30 states across the United States, including key markets such as California, Florida, and New York.
Achievements
Throughout his career, David Staats has specialized in developing financial strategies aimed at maximizing retirement income. His extensive experience in wealth management and strategic investment planning has positioned him as a knowledgeable resource for clients seeking to enhance their financial readiness for retirement.