David C. Grosek-UBS Financial Services Inc is a Boston-based wealth management firm led by Senior Vice President David C. Grosek. With a team of dedicated Financial Advisors, they provide expert financial advice and assistance in organizing finances to meet short-term needs, long-term goals, and generational visions. Grosek, a certified Wealth Advisor, brings extensive experience as a former attorney and Vice President at Merrill Lynch, and is committed to helping clients navigate the complexities of today's markets and seize opportunities.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, David C. Grosek-UBS Financial Services Inc offers investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Their knowledgeable perspective, good judgment, and broad experience make them a trusted partner in managing liquidity and guiding clients through financial challenges and market opportunities.
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