Dave Brezik

	Calendar Menu Suggestion Box Home E-mail: Westfield Office Mountainside Office Webmaster
	Mr. Dave Brezik

Mr. Dave Brezik

David was raised in northern Indiana and after 20 years of Texas residency, relocated to New Jersey in 2005. He and his wife Denise, along with their three children, reside in Mountainside and are active members of Our Lady of Lourdes parish. Their three children attend Holy Trinity Interparochial School: Luke (Grade 4), Mary (Grade 2), and Alex (Grade 2). David is in his third year of his first term on the HTIS School Advisory Board.

David is Director of Individual Retirement Plans for UBS Financial Services, Inc. With his experience at UBS, Merrill Lynch, and Fidelity Investments, David brings over 20 years of financial services expertise to the firm.

David earned a Bachelor of Science degree in Finance from The Indiana University School of Business. He is a Certified Financial PlannerÔ designee, maintains a Certified Retirement Planning Counselor designation from the College of Financial Planning, holds NASD Series 6, 7, 66, and 8 securities licenses, and is an active member of the New Jersey Financial Planning Association.