
David Demarest
**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to... | Lexington, Kentucky, United States
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David Demarest’s Emails da****@ub****.com
David Demarest’s Phone Numbers No phone number available.
Social Media
David Demarest’s Location Lexington, Kentucky, United States
David Demarest’s Expertise **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** I help oversee the financial affairs for a select group of business owners, corporate executives, successful professionals, and families in the Lexington area and around the U.S. I have focused on helping my clients achieve their financial objectives and life goals using a comprehensive, disciplined, wealth management process. I serve my clients using a Family Office model providing a broad range of services including: Financial Planning Asset Management Retirement Planning Risk Management Multi-Generational Legacy Planning Education Funding Strategy I Welcome A Connection If You Are: -Seeking a holistic and thoughtful Financial Advisor for your family -Interested in an informed second opinion on your financial situation -Could use a comprehensive risk analysis of your current investments -Are a corporate executive with concentrated stock exposure in need of a risk management strategy -A CPA or Attorney interested in providing a comprehensive wealth management resource for your clients Advice "Starts with a Conversation" [email protected] 859-335-8120 Please visit our website at http://financialservicesinc.ubs.com/team/paradigmpartners/ /*********/ **These 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 http://www.ubs.com/fas-legal for the full disclosure.**
David Demarest’s Current Industry Ubs
David
Demarest’s Prior Industry
Merrill Lynch
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Jp Morgan
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Ubs
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Work Experience

Ubs
Senior Vice President - Wealth Management
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ubs
First Vice President - Investments
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Jp Morgan
Banker
Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Advisor
Thu Jul 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)