Your evolving business

Comprehensive wealth management for business owners

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Paradigm

David Walter Demarest

Senior Vice President–Wealth Management

Registered States:
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MO
  • NM
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • VA
  • WV

Education

  • Masters of Business Administration, Finance and Business, Eastern Kentucky University
  • Bachelor of Business Administration, Finance and Business, University of Kentucky

Credentials

  • Senior Portfolio Manager
  • Series 7 and 66 licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Exit planning
Business succession
Business Owners
Investing
307 South Ashland Avenue
Lexington, KY 40502
  • (859) 335-8120

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Wealth, from your point of view

Advice. Beyond investing.

Business transition and succession planning

Business transition and succession planning

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

#1

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

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