David Schnall is the President and founder of Soundview Wealth Financial and serves as a senior financial advisor and portfolio manager for his clients.
David has spent his entire career in the investment business. Before starting Soundview Wealth Financial, David was the branch manager and Senior Vice President for UBS Financial Services' Port Jefferson branch. Prior to his decade long tenure at UBS, David spent time at both Morgan Stanley and Wells Fargo. David's diversified experience and knowledge of the business enables him to provide quality strategies customized to his clients needs. He concentrates on developing long-term relationships through a commitment to quality client service, personalized advice and first-class solutions.
He currently holds his FINRA series 7, 63, 31 and 9/10 licenses, as well as licenses for life, accident and health insurance and variable annuities.
David grew up on Long Island and currently resides in Miller Place, NY with his wife Alicia and 4 children, Beverly, Leah, Jacob and Gwen. In his free time he enjoys fishing, skiing, traveling with his family and training in mixed martial arts.