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$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Dave Scharff has built his successful financial-services career on money-management principles he learned while operating his family’s small business and on personal values of integrity and service. Specializing in retirement planning, he has been helping clients meet their financial goals, address their complex asset issues and wisely pass along their wealth for nearly three decades.
Above all, Dave values strong client relationships and often becomes a trusted advisor to entire families. He enjoys nothing more than helping them realize their dreams of a secure retirement, a long-awaited trip, a vacation home or a college fund for their children.
A veteran of U.S. Army specialized units and a graduate of Antioch University in Yellow Springs, Ohio, Dave served for 23 years as a retirement planner for one of America’s largest financial services corporations before joining UBS in 2011.
Away from the job, Dave is active in his church, providing vision and direction for its Cancer Hope ministry to support people across the U.S. who battle cancer. He also helps his wife, Diane, care for their two dogs that provide pet therapy to children with reading disabilities.
Avid motorcyclists, he and Diane travel the country, visiting national parks and America’s most scenic roads. The couple lives in Springboro, Ohio.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Senior Vice President–Wealth Management
Financial Advisor
Dave Scharff has built his successful financial-services career on money-management principles he learned while operating his family’s small business and on personal values of integrity and service. Specializing in retirement planning, he has been helping clients meet their financial goals, address their complex asset issues and wisely pass along their wealth for nearly three decades.
Above all, Dave values strong client relationships and often becomes a trusted advisor to entire families. He enjoys nothing more than helping them realize their dreams of a secure retirement, a long-awaited trip, a vacation home or a college fund for their children.
A veteran of U.S. Army specialized units and a graduate of Antioch University in Yellow Springs, Ohio, Dave served for 23 years as a retirement planner for one of America’s largest financial services corporations before joining UBS in 2011.
Away from the job, Dave is active in his church, providing vision and direction for its Cancer Hope ministry to support people across the U.S. who battle cancer. He also helps his wife, Diane, care for their two dogs that provide pet therapy to children with reading disabilities.
Avid motorcyclists, he and Diane travel the country, visiting national parks and America’s most scenic roads. The couple lives in Springboro, Ohio.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
