David Sterling, Senior Vice President—Wealth Management
UBS FINANCIAL SERVICES
David Sterling focuses on helping individuals and families manage the many facets of their complex financial plans. Drawing on his 20+ years of experience, he can provide you with the advice, insights and customized solutions to pursue what’s important to you now and in the future, including a retirement on your terms. David has experience facilitating personal and commercial loans, residential and commercial real estate loans, sales and acquisitions of businesses, and raising capital in the private and public markets. He earned his B.A. from Vanderbilt University, and his M.B.A. from the Yale School of Management.
Q: What types of stocks and bonds do you recommend for your clients?
A: Buy quality and look for leadership, market strength and stability. Invest in quality companies with strong balance sheets and high profitability, including companies in the technology sector.
Q: What do you think are the best long-term growth opportunities?
A: Given the broadening impact of AI beyond platforms and enablers, I recommend companies with network effects in the software and internet spaces.
Q: Do you feel that your clients have too much cash in their portfolios?
A: While it may seem comforting to hold extra cash in times of geopolitical uncertainty, I expect interest rates to fall in 2024. I believe the returns on cash will decline through 2024, raising reinvestment risk.
Q: How do you help your clients with the sale of their businesses?
A: We’ll partner with you to assist with key questions and considerations, including: What are your transition options? How will you get the optimal valuation? What’s your strategy for securing your legacy?
561-367-1837
advisors.ubs.com/david.sterling
REVIEW CODE: IS2307419
EXPIRATION: 12/31/2024
