Let's move forward. Together.

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.

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Brandon R. Smoot

First Vice President–Wealth Management

Financial Advisor

Brandon has a passion for helping individuals, families, businesses and institutions build, manage, preserve and transition wealth over time using client-focused investment planning strategies based on prudent and proactive risk management. He has focused his career on living honestly with discretion, integrity, privacy, leadership & loyalty to achieve success as his clients define it.

Brandon was raised in Devine, TX, studied Economics & Linguistics at The University of Texas San Antonio and has worked in the financial industry since 2001. During his 22+ year career, Brandon has earned multiple securities (6,7,31,63,65) & insurance licenses as well as many professional accreditations.

Brandon and his family live Alamo Heights and belong to Alamo Heights Presbyterian Church where they are actively involved in volunteerism and Scouting. In their free time, they enjoy traveling, spending time at their ranch raising cattle and other animals, gardening and practicing land and wildlife stewardship. Brandon loves traveling the world, hiking mountains, hunting for food, fishing and being in the wilderness.

Registered States:
  • AZ
  • CO
  • CT
  • DE
  • GA
  • ID
  • OK
  • OR
  • PA
  • TX
  • WA

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Education planning
Retirement planning
Estate planning strategies
Business succession
Custom portfolios
Business Owners
401(k) plan services
Multi-generational families
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216
  • (210) 805-1028

Email Me

Business transition and succession planning

Business transition and succession planning

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager