If Trust, Guidance, Listening, Understanding, Loyalty and Experience are the ingredients to the perfect financial advisors, then UBS Financial Services father-son team Tom and Kyle Smith are the right choice. It’s easier to make the right decisions when you’re guided by advice you can trust – advice that is focused on what matters most to you.
That’s why the Palm Beach County financial experts’ priority is to talk with their clients about their personal and professional financial goals. With a combined 60 years of experience, the Smith Wealth Management Group maintains an open dialogue with their clients to strategically decide on a course of action that is relevant and reflects the client’s life today as well as the individual’s goals for the future.
A Relationship You Can Count On
Tom Smith, Senior Vice President of Investments, graduated from the University of Florida with a degree in Business/Finance and has been with UBS Financial Services for more than 45 years. He provides his clients with wealth management solutions that are tailored to meet their individual needs, incorporating a full range of wealth management solutions from stocks, bonds, mutual funds and ETFs to insurance products and managed money. Throughout his career he has been a trusted advisor through many difficult markets, from which he pulls valuable experience to advise portfolios in today’s uncertain times.
Kyle Smith, CFP®, Vice President of Investments as well as a notable Wealth Advisor, was born and raised in Palm Beach County and graduated as salutatorian from The Benjamin School. His stellar achievements in academics and swimming led him to the University of Virginia, where he earned a degree in Business/Finance. Kyle then went to Emory University to earn his MBA while working in investment banking. Kyle’s strengths are his diligent research, personal touch and face-to-face client education.
The Smith father-son team, along with their dedicated associates, Kelly Oberg and Sarah Wagner, have built a client-centric practice that has been listed on Barron’s Top 1,000 Advisors list for the past three years.
The Smith Wealth Management Group embraces a step-by-step, holistic approach to planning. The team is able to offer clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones they bring to the table whenever they discuss a client’s needs – listening and understanding. These are the first steps in the disciplined, ongoing process of wealth management. The team has perfected the mission of putting a conversation into action. It all begins by understanding a client’s needs from retirement planning, to corporate cash management, to protecting lifetime income, to planning income for children’s education, to preparing for a special needs child’s future, to the more complex estate and generational planning. The Smith team is equipped to follow through and supervise the most sophisticated financial plans.
Securing Peace of Mind
No matter what the market environment, The Smith Wealth Management Group has maintained client loyalty and continued to offer the tools to succeed in an ever changing world.
“Our success is based solely on our clients’ success,” says Tom Smith. “We appreciate our clients’ trust and enjoy working with them to meet their financial goals and objectives.”
561-776-2545 | www.ubs.com/team/smith
3801 PGA Boulevard | Suite 1000 | Palm Beach Gardens, FL 33410
Distributed by UBS Securities LLC (member NYSE, FINRA and SIPC) or UBS Financial Services Inc. (member FINRA and SIPC), both of which are subsidiaries of UBS AG. CFP® is a certification mark owned by Certified Financial Planner Board of Standards, Inc. As a firm providing wealth management services to clients, we offer both investments advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your financial Advisor or visit our website at www.ubs,com/guidetofees. UBS Financial Services Inc. is a subsidiary of UBS AG. ©2012 UBS Financial Services Inc. All rights reserved, Member SIPC.