Cepa David I. Palmer serves as an Account Vice President at UBS, where he leverages over 30 years of extensive investment experience to provide tailored financial solutions for affluent families, corporate executives, foundations, and endowments. As a CERTIFIED FINANCIAL PLANNER™, CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®),...
Cepa David I. Palmer serves as an Account Vice President at UBS, where he leverages over 30 years of extensive investment experience to provide tailored financial solutions for affluent families, corporate executives, foundations, and endowments. As a CERTIFIED FINANCIAL PLANNER™, CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®), and CERTIFIED EXIT PLANNING ADVISOR (CEPA®), David possesses a unique blend of expertise that enables him to navigate the complexities of wealth management with precision and foresight.
In his current role, David is instrumental in developing and implementing comprehensive financial strategies that align with clients’ immediate needs and long-term aspirations. His proficiency in expense budget analysis and future cash flow modeling allows him to craft personalized income replacement strategies that ensure financial stability and growth. David also excels in legacy and philanthropic planning, helping clients articulate their values and create meaningful impact through their wealth.
Key projects under David’s leadership include advising high-net-worth individuals on optimizing complex compensation structures, which often involve stock options and retirement benefits. His strategic planning skills are complemented by a deep understanding of investment management, enabling him to construct diversified portfolios that mitigate risk while pursuing optimal returns. David’s commitment to client-centric service and his ability to distill complex financial concepts into actionable insights make him a trusted partner in navigating the intricacies of wealth management. Through his work at UBS, David continues to empower clients to achieve their financial goals while fostering a legacy that reflects their personal values.
