David Sheinheit, CIMA is a Vice President of Wealth Management at UBS Financial Services Inc. in Aventura, FL. With over 30 years of experience, he has helped clients manage their wealth through various market conditions. David emphasizes asset allocation, total portfolio management, retirement income planning, education funding, charitable giving, and estate planning.
As a Certified Investment Management Analyst, David holds Series 7 and 63 65 securities licenses, as well as licenses for life, accident and health insurance, and variable annuities. He obtained his bachelor's degree in Psychology from Florida International University and a CIMA designation from the Wharton School of Business. David is registered in multiple states and resides in South Florida with his family.
Generated from the website