David Reynolds Avery, CFP, CRPC

David Reynolds Avery is a certified financial planner and financial advisor with UBS in Pittsfield, working with successful professionals, executives, entrepreneurs and their families. Before joining UBS in 2009, he spent 10 years at Merrill Lynch and earlier spent 15 years on financial analysis of marketing programs for McDonald's. His planning focuses on retirement income that keeps pace with inflation, health risks, and passing a legacy to children, grandchildren and charitable causes.

Avery meets clients in his office in Crawford Square on North Street. He holds Series 7 and 66 securities licenses and life, health and long-term care insurance licenses, and he has served as Board Chairman of the Berkshire Chamber of Commerce. The firm does not provide tax or legal advice, so clients are referred to their own accountant or attorney for those matters.