David Louis Levine CFP ChFC CLU Cima Cpwa Cepa-UBS Financial Services Inc

Spyglass Hill Advisors, co-founded by Thomas Nieto, is a wealth management firm based in Newport Beach, California, specializing in providing comprehensive financial advice to a diverse clientele, including high-net-worth families, business owners, and corporate executives. With a team of locally based specialists, they focus on identifying client needs and delivering tailored solutions across various areas such as executive compensation, exit planning, and institutional consulting.

David Louis Levine, a Senior Vice President and Private Wealth Advisor at UBS, plays a pivotal role in the firm, leveraging over three decades of experience to cultivate personalized financial strategies for clients. His collaborative approach ensures that clients' needs, desires, and concerns are addressed while balancing risks and maximizing investment efficiency.

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