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David R. Begala, CFP®, ChFC™, CDFA™, AAMS® Senior Vice President, Wealth Advisor, Portfolio Manager

The Face of Family Wealth.

Presented by FamilyWealth Management Group at UBS Financial Services Inc. February 28, 2022

As a Portfolio Manager and Certified Financial Planner, David R. Begala helps high-net-worth individuals reach their life and family goals by managing their wealth. David has kept his finger on the pulse of the financial markets for more than 20 years. He has built his team and practice with a keen eye for detail, as his discerning clients have come to expect. He spearheads his nine-person team, the FamilyWealth Management Group, at UBS Financial Services. His passions include skiing, traveling and running, activities he pursues with his family. David resides in downtown Sarasota with his lovely wife Jodi and sons Lucas and Ryan. David and family are regular supporters and volunteers of local charities such as the YMCA and Meals on Wheels.

“I believe a financial concierge understands managing true wealth goes beyond numbers and investments.” – David R. Begala

FamilyWealth Management Groupat UBS Financial Services Inc.
1819 Main St., Suite 900, Sarasota, FL 34236
(941) 364-7202

*As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. For designation disclosures visit https://www.ubs.com/us/en/designation-disclosures.html.