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.

Adult couple on cell phone

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 rasied in Devine, TX, studied Economics & Linguistics at The University of Texas
San Antonio and has worked in the financial industry since 2001. During his 20+ year career, Brandon has earned multiple securities (6,7,31,63,65) & insurance licences as well as many professional accreditations.

Brandon and his partner, Dr. Laura L. Linder have a beautiful blended family with 5 school-aged children and a German exchange student. The family belongs to Alamo Heights Presbyterian Church where Laura is a member of the Session and serves as the AHPC Day School Committee Chair. In their free time, they enjoy spending time at their ranch, raising cattle and involving the kids in the ranch experiences of fence building, gardening and animal care. Brandon loves the 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

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

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 ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$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