Your life. Your wealth. Your future.

Pursue what matters most

Beechler Hamlin Group Photo

At Beechler Hamlin Wealth Management, we understand that successful people and their families need a team they can trust. We believe that the long-lasting relationships we’ve developed over the past 30 years are a testament to the trust our clients place in our expertise. We hope you’ll join us in the decades to come.

We specialize in providing highly personalized financial planning and investment management through a proactive and data-driven approach. Whether your goals involve a family wealth transfer strategy, a succession plan for your business, or prudent oversight for your endowment fund, we’ll deliver a solution with the discipline, accountability, and uncompromising service you deserve.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. At Beechler Hamlin Wealth Management, this level of advising starts with a simple conversation about you.

Three generations in front yard

UBS Wealth Way

Wealth from your point of view

An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

Steps to Success

Starting the Conversation
All of our plans are made to be tailored to you and your life goals. To best serve you, we begin with what we call "the discovery stage". In this stage, we gather as much information as you’d like to generate a personalized plan for you.

Creation
After we've gathered your information we get to work. Our team collaborates to create a plan where you, your beliefs, and your legacy are at the center. This is an involved process where you are part of every decision made while creating a plan.

Implementation
The implementation of a plan can either be a simple or nuanced process depending on your background and needs. Our team will walk you step by step through this strategic process to ensure the mitigation of risk and proper plan execution.

Continuity 
Your life and our world are dynamic; your plan needs to be too. As your plan adapts, we make it a priority to follow up with you and review your priorities. It is through this framework that our comprehensive strategy designed to grow your wealth operates.

  • David Beechler

    David Beechler

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CT
    • DC
    • FL
    • HI
    • IL
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TX
    • UT

    David is an accomplished financial professional who has dedicated the past thirty years to reinvesting the dividends of his portfolio management skills directly into the well-being of his clients. His journey began after he graduated from Michigan State when he took inspiration from his father’s love of the markets and dove into the world of wealth management. Relocating to New York City, David honed his expertise in the art of retirement income planning.

    With a career that includes notable roles at Fidelity Investments and Morgan Stanley, David's journey has been characterized by a commitment to understanding risk management. His years of experience at UBS have given him a mature view of the market, allowing him to provide clients with the best advice available.

    Beyond his financial expertise, David actively engages in mentoring aspiring financial professionals, generously sharing the knowledge and insights accumulated throughout his distinguished career. As a trusted figure in the industry, David continues to shape the future of wealth management, guided by his commitment to client success and the development of the next generation of financial professionals.

    David is FINRA-registered and holds Series 7, Series 6, Series 31, Series 63 and Series 65 securities licenses. 

      • Michigan State University, Bachelor's Degree
      • Senior Portfolio Manager
      299 Park Avenue
      New York, NY 10171
    • Ronald Hamlin

      Ronald Hamlin

      Senior Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CT
      • DC
      • FL
      • HI
      • IL
      • MD
      • MI
      • NH
      • NJ
      • NY
      • PA
      • TX
      • UT

      Ron is a seasoned financial advisor distinguished by a rare and highly sought-after trait : he approaches each client with the same level of care he would dedicate to managing his own mother’s finances. Beyond his compassionate heart, Ron's 37-year career is marked by an impressive blend of experience and expertise. His proficiency extends to fixed-income and annuity instruments, complemented by decades of developing and refining stock trading strategies across various time frames.

      Educated at Baruch College and the New York Institute of Finance, Ron's professional journey has woven through prestigious firms such as Merrill Lynch, Citigroup, and Fidelity Investments. Twelve years ago, alongside David, Ron made a significant transition from Morgan Stanley to UBS, establishing their professional home ever since.

      What sets Ron apart is not just his technical prowess but his ability to provide tailored advice, particularly in complex and uncertain times. Clients value Ron's unique care, recognizing the distinctive quality that sets him apart. Many have chosen to follow him from firm to firm, with some remaining loyal for over 31 years.

      Ron's commitment goes beyond financial acumen; it's about fostering lasting relationships based on trust and personalized attention. As he continues to contribute to the success of his clients at UBS, Ron looks forward to the ongoing journey of financial well-being with the same care and expertise that has defined his remarkable career.

      Ron is FINRA-registered and holds Series 7, Series 63 and Series 65 securities licenses.

        • Baruch College, New York, Bachelor's Degree
        • Senior Portfolio Manager
        299 Park Avenue
        New York, NY 10171
      • Sunita Gill

        Sunita Gill

        Authorized Officer

        Financial Advisor

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        • CA
        • CT
        • DC
        • FL
        • HI
        • IL
        • MA
        • MD
        • ME
        • MI
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
        • PA
        • SC
        • TX
        • UT
        • VA

        Sunita Gill stands as a dedicated advocate for financial well-being, boasting a rich 20-year history in the industry.  She holds an undergraduate degree in finance and international management from Rider University in New Jersey.  

        Further enriching her expertise, Sunita earned an MBA with a focus on international management from the prestigious Thunderbird School of Global Management in Arizona.

        From pioneering consumer finance in India at GE Capital to a decade as a private client banker at JPMorgan Chase, Sunita's journey has been marked by unwavering integrity and a commitment to her clientele.  Clients trust Sunita not just for her expertise but also for her unwavering reliability, describing her as a beacon of support that brings peace into their lives by consistently delivering on their requests.

        Drawing on her acute understanding of financial intricacies, Sunita navigates clients through market complexities, ensuring their goals are not just met but exceeded.

        Sunita Gill is not just a financial advisor; she's a partner in your financial journey, committed to shaping a future where financial goals are achieved with confidence and clarity.

        Sunita is FINRA-registered and holds Series 7, Series 6, Series 63 and Series 66 securities licenses.

          • Rider University - Lawrenceville NJ, Bachelor of Business Administration in Finance and International Management
          • Thunderbird School of Global Management- Glendale AZ, MBA in International Management
            299 Park Avenue
            New York, NY 10171

          Backed by the strength of UBS

          A global leader in wealth management

          World's best bank

          for wealth management

          Euromoney Award for Excellence, 2020-2022

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          Financial strength

          Driving confidence.
          Aa3 (stable) Moody’s
          A+ (stable) Standard & Poor’s

          UBS AG, long-term senior secured debt rating. As of 12/31/2022

          Who we work with

          With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

          • Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
          • Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
          • Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

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