David Lachowski, CRPS®, ChFC®, CPFA®

Experience

• 

  Veritus Technology Solutions

  Nov 1998 - Oct 2001

  President
• 

  I2 Technologies

  Oct 2001 - Oct 2005

  Product Manager
• 

  ImageWare Systems Inc.

  Oct 2005 - Jan 2008

  Product Manager
• 

  Vignette Corporation

  Jan 2008 - Oct 2008

  Business Product Manager
• 

  Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Jan 2011 - Mar 2022

  Wealth Management Advisor, Vice President
• 

  UBS Financial Services Inc.

  Mar 2022 - now

  Vice President – Wealth Management

  At The Keystone Group @ UBS, the investment portfolios and distinct 401k plan benefit packages we develop can allow top executives to "put away more money" (without being limited to participants' contribution levels). We also craft actively managed portfolios for participants that can alleviate pressure on sponsors to offer the "right" investments – and bolster sponsors' benefits packages by providing access to bankers (to reduce debt), insurance specialists (for long-term-care riders), and we can also work with your estate-planning attorneys. We believe that Company benefits packages must retain and attract employees, while optimizing the owner's wealth.My attention to detail and knowledge of the steps required to achieve success are incorporated into our time-tested wealth management process – one that leverages the Firm's research and resources to build customized strategies. To further leverage UBS Financial Services Inc. resources, we use its technology to communicate with clients coast to coast and in Puerto Rico – including providing access to cash management, financing and more through UBS. Whether we help clients "balance the books" or brainstorm a new opportunity, it's critical to keep clients updated and confident.* Chartered Retirement Plans Specialist℠ and CRPS® are registered service marks of the College for Financial Planning.* ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission. Show less