UBS Wealth Management USA announced today that David J. Van Acker, a Financial Advisor in the firm’s Westlake Village, California office, has been named to the Forbes/ SHOOK Research Best-in-State Wealth Advisors list for 2021. This is the third year he has been named to the list.
“We are proud that David has been recognized to this prestigious list," said Louis Skertich, Westlake Village Branch Manager at UBS Wealth Management USA. "He continuously provides his clients with the highest level of expertise, which is why so many long-term clients consider him to be a trusted, family advisor."
David is a 40 year veteran of the financial services industry. Prior to this, he served in the U.S. Navy during the Vietnam War and after being honorably discharged, began his career in the grocery industry, holding various leadership roles.
As a Certified Financial Planner™, David takes great care preparing and implementing a long-term financial plan for his clients that adjusts to life events. David has been a member of UBS’s Chairman’s Council for 29 years and the even more elite Chairman’s Inner Circle for 24 years. He also served as co-chair of the Financial Advisor Advisory Council (FAAC) Intellectual Capital and Solutions Committee. The FAAC is a 14-member team of advisors who provide leadership and counsel to the highest levels of management at UBS. An active member of his community, David is a big supporter of the local YMCA and the St. Jude Children’s Hospital in California.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 5,000 Advisors across the country, managing more than $6 trillion in client assets. Each advisor is chosen based on an algorithm of qualitative and quantitative measures including phone and in-person interviews, compliance records, and revenue generated for their firms.
For the full list and further information visit: https://www.forbes.com/best-in-state-wealth-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS's strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 31% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 20% in Asia Pacific. UBS Group AG employs over 68,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.
View source version on businesswire.com: https://www.businesswire.com/news/home/20210511006177/en/