David Reynolds Avery, CFP, CRPC - UBS Financial Services Inc.

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Crawford Sq St # 137
Pittsfield, MA 01201
+1 (413) 236-0976
https://advisors.ubs.com

McLaughlin Wealth Management Partners, part of UBS Financial Services Inc., is a dedicated team of financial advisors based in Boston, MA, specializing in personalized wealth management solutions. With a combined experience exceeding 40 years, the team prioritizes understanding clients' priorities and concerns to create tailored financial plans that align with their life goals.

The team includes highly qualified professionals such as Daniel M. McLaughlin, CFP, and Catherine McLaughlin, CFP, who leverage their extensive backgrounds in finance and wealth management to provide clients with individualized attention and strategic support. Their commitment to integrity and discretion has earned them recognition, including placement in Forbes' Best-in-State Wealth Management Teams for 2023, 2024, and 2025.

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David Reynolds Avery, CFP, CRPC, is a seasoned financial advisor at UBS Financial Services Inc. in Pittsfield, MA, with over 15 years of experience in financial analysis and planning. He specializes in helping clients, including professionals and entrepreneurs, achieve their financial goals through a structured yet flexible investment approach that emphasizes trust and ongoing communication. A graduate of Lehigh University, Dave holds the CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor designations, showcasing his commitment to high professional standards. He is actively involved in the Berkshire community, having served as Board Chairman for the Berkshire Chamber of Commerce and as a founding member of 1Berkshire, the region's leading economic development organization. Generated from the website
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United States›Massachusetts›Pittsfield›David Reynolds Avery, CFP, CRPC - UBS Financial Services Inc.

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