Ryan Duffy, CFP - UBS Financial Services Inc.

David is a Senior Portfolio Manager and Senior VP of Wealth Management at UBS Financial Services. As a Financial Advisor and a Certified Financial Planner, David is passionate about providing holistic guidance on customized succession planning solutions for high net worth and ultra high net worth individuals to realize their financial goals and dreams. David leads a successful Sentinel Wealth Consulting Group team of nine members offering over 100 years of experience in the financial service industry and managing over 1 billion dollars in assets. David positions clients to achieve financial security by providing solid financial advice and coaching them through lifes challenges and goals.David has over thirty two years of industry experience working at Smith Barney and its predecessor firms, joining UBS in 2009. He received his Wealth Advisor designation in 2012. He offers services in investment planning, retirement planning and strategic business transition planning to individuals and business owner executives. David also works closely with corporate plan sponsors and third party administrators to offer retirement solutions and planning for business owners. One of his strengths is working with business owners in partnership with investment banking, the business development group and wealth management to provide solutions on M&A and sales. He also works with executives and individuals of private foundations to assist them with charitable giving and trust solutions.

Visit our office today located in Walnut Creek, 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.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)