Family. Wealth. For Generations.

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Brandon R. Smoot, CEPA

First Vice President–Wealth Management

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
  • MT
  • OK
  • OR
  • PA
  • TX
  • WA

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

Business succession
Multi-generational families
Business Owners
Estate planning strategies
Retirement planning
Securities-backed lending
Education planning
401(k) plan services
200 Concord Plaza Drive
Suite 300
San Antonio, TX 78216

Email Me

Three generations on beach

From success to succession

Mountain climbers on peak at sunrise

A leading global wealth manager

Adult children with parents

Dividing wealth across generations

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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