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    David Cromack

    at UBS Financial Services Inc.

    David Cromack is a Senior Wealth Strategy Associate at UBS Financial Services, where he has been working since 2004.1 He specializes in servicing corporate stock benefit plans and employees, as well as high net worth families. David's expertise lies in developing, implementing, and monitoring personalized concentrated equity risk strategies and asset allocation programs for corporate executives.1

    David holds a BBA in Economics from Brown University and an MBA in Marketing from the University of Texas.1 During his time at Brown, he was an All-Ivy League football selection and a member of Sigma Chi fraternity.1

    In his professional capacity, David focuses on customized financial planning, which he believes is crucial for delivering personalized wealth management strategies. These strategies aim to help clients meet liquidity needs, address longevity challenges, and consider their legacy for future generations and communities.1

    Recently, David shared insights on changes to critical retirement programs like Social Security, Medicare, and SECURE 2.0 in the "Modern Retirement Monthly" publication.2

    Outside of work, David is actively involved in alumni activities, having served as a past President of the Brown Alumni Club of Houston.1 He enjoys playing competitive tennis as a member of the Houston Racquet Club and attending Clemson football games, where his daughter Sara Cate is a student.1

    Highlights

    Dec 5 · advisors.ubs.com
    The DePaula Wealth Management Group - Houston, TX | UBS
    The DePaula Wealth Management Group - Houston, TX | UBS
    Jan 1 · advisors.ubs.com
    Meet the team - The DePaula Wealth Management Group - UBS
    Meet the team - The DePaula Wealth Management Group - UBS
    Class of 1960 | Brown Alumni Magazine
    [PDF] DAVID SEAN CROMACK - SEC.gov

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    David Cromack
    David Cromack, photo 1
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    Location

    Houston, Texas, United States