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David Barnes, Dallas, TX, Wealth Management Presence at UBS | WiseIntro Portfolio

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David Barnes

Dallas, TX, Wealth Management Presence

UBS

A respected presence in the Dallas, TX, business community, David Barnes serves as a managing director for UBS Private Wealth Management and focuses on providing holistic client-driven advice. A particular distinction held by David Barnes is his status as one of only a handful of Dallas, TX, professionals who have attained designation in three special areas: Chartered Alternative Investments Analyst, Certified Financial Planner, and Chartered Financial Analyst. In addition, he has been recognized as one of Barron’s “Best US Financial Advisors.”

Mr. Barnes’ academic experience includes a mechanical engineering degree attained at the University of Oklahoma. He subsequently pursued graduate studies at the University of Texas at Austin. His previous financial positions included an advisory role with Credit Suisse & Goldman Sachs.

Maintaining a strong volunteer commitment, Mr. Barnes served as a University of Oklahoma Foundation trustee, as a way of giving back to his alma mater. He has also contributed to charitable events over the years such as the Cattle Baron’s Ball, which raises funds for the American Cancer Society.

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  • address Dallas, TX, US
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