David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.

Call
Website

Photos

888 San Clemente Dr Ste 300
Newport Beach, CA 92660
+1 (949) 717-3964
https://advisors.ubs.com

Spyglass Hill Advisors, based in Greenwich, CT, offers private wealth management services tailored to clients' individual needs and goals. Their team, led by Thomas Nieto and David Louis Levine, provides specialized advisory and unique investment capabilities to help clients navigate major life changes and plan for the future.

With a focus on transparency and full disclosure, Spyglass Hill Advisors emphasizes building personal relationships to understand clients' aspirations and manage their wealth effectively. Whether working with multi-generational families, business owners, or corporate executives, the team at Spyglass Hill Advisors is dedicated to empowering clients to make informed financial decisions.

Generated from the website

We can help you embrace your financial future

Also at this address

Owner verified
See a problem?

You might also like

Spyglass Hill Advisors - UBS Financial Services Inc.

Spyglass Hill Advisors - UBS Financial Services Inc.

Signature Legacy Wealth Advisors at UBS Financial Services Inc. in Newport Beach, CA, is dedicated to fostering long-term client relationships through tailored financial advice and quality service. The team believes in the importance of understanding clients' goals and concerns to provide customized wealth management strategies that evolve as their needs change. Led by industry veterans Douglas Cosgrove and Jon T. Dunavold, the advisors at Signature Legacy Wealth emphasize a holistic approach to financial planning, incorporating liquidity, longevity, and legacy strategies. With a commitment to excellence and community involvement, they aim to be the primary source of financial guidance for their clients. Generated from the website
Gianna Drake-Kerrison CRPC - UBS Financial Services Inc.

Gianna Drake-Kerrison CRPC - UBS Financial Services Inc.

Visit our office today located in Newport Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
Porter Axelson Bremner Group - UBS Financial Services Inc.

Porter Axelson Bremner Group - UBS Financial Services Inc.

Visit our office today located in Newport Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.
United States›California›Newport Beach›David Louis Levine, CFP, ChFC, CLU, CIMA, CPWA, CEPA® - UBS Financial Services Inc.

Partial Data by Infogroup (c) 2025. All rights reserved.

Yext