Lasting relationships

Understanding what matters most to you

Three generation family walking on the beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Family photos

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David Melby Profile Photo

    David Melby

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • FL
    • ID
    • IL
    • IN
    • MA
    • MI
    • MT
    • NC
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI

    David began his career in 1993 at Dean Witter Reynolds. After teaming up with his Father Bill Melby, together they spent the next 20 years at Oppenheimer & Co., Inc. and Wells Fargo Advisors. In 2016 David made the bold move to join UBS.

    Throughout his professional years in the industry there has been one goal that has remained constant, "to focus on each individual client's specific needs and customizing a plan that will best meet their personal goals and objectives".

    David has always enjoyed building strong, trusting relationships with his clients and their families, ensuring their best interests are at the forefront on every financial decision.

    David and his wife Rose reside in Naperville, IL where we enjoy the challenges of raising our three beautiful teenage daughters, Juliana (19), Alexandra (16) and Gabriella (13).

          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181

        Are markets going "Back to the Future"?

        Debt ceiling and inflation


        Exceptional financial strength and stability

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at

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        $3.9 trillion

        In invested assets globally 
        As of 12/31/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager