David Bruner

About David Bruner

What do Blackhawk helicopter pilots and Financial Advisors have in common? Planning, planning and planning! I believe that proper prior-planning can prevent many of the pitfalls that investors face, this is why I obtained the industry respected designation of CERTIFIED FINANCIAL PLANNER TM Common between my two careers is putting safety first and paying attention to detail. Which is exactly what I do for my clients everyday. I became a Financial Advisor in 1995 with Dean Witter. In 2009 I joined UBS and I am currently a Senior Vice President-Wealth Management. I earned the UBS designation Wealth Advisor, am a discretionary Portfolio Manager in the Portfolio Management Program, and I am one of a select group of CIMA® qualified UBS Institutional Consultants working with Institutional accounts greater than in value. I graduated from the United States Military Academy at West Point in 1988. For seven years I was a Blackhawk Helicopter pilot, a Company Commander, and I served in the first Gulf War. I was privileged to see history in the making while I was stationed in West Germany when the Berlin Wall came down. And yes, if you can lend me a helicopter, I’d love to fly are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President-wealth Management

   UBS

   Jan 2009 — Present

   Certified financial planner ™

Education

• United States Military Academy at West Point

  BS, Engineering

  1984 — 1988