Your life. Your wealth. Your future.

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Mark Smith is a Senior Vice President - Wealth Management and Senior Portfolio Manager with UBS Financial Services Inc. He has gained broad-based experience through his over 25 year extended tenure at UBS. Mark leverages his team and various UBS services to help understand his clients’ goals and objectives, develop investment strategies and services tailored specifically to each client's needs, and navigate the financial landscape to help them pursue their financial goals. He works closely with his high net worth clients to provide realistic expectations and a thorough understanding of the risks and rewards inherent in their investments.

His practice consists of accounts from affluent individuals, as well as from successful business people and their respective businesses. Drawing on his experience and knowledge, he emphasizes holistic financial planning, asset allocation and total portfolio management with a focus on retirement income planning. He also helps with liability planning, education funding, long term care, and structures for charitable giving and estate planning.

A graduate of Northeastern University, Mark received a B.S. in Business Administration – Finance. Prior to entering the financial industry, he was a principal owner and Vice President of Operations of the Earring Tree, at the time the nation's largest privately owned full line fashion jewelry company.

Mark is licensed as a Senior Portfolio Manager and also holds the Series 7, 65 and 66 securities licenses, as well as life, health and variable annuity licenses.

He and his wife Reney have been happily married for over 45 years and reside in Boca Raton, FL. They have two married children and four beautiful grandchildren. Together they enjoy tennis, baseball and travel.

• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• UBS Wealth Management President’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• B.S. in Business Administration – Finance, Northeastern University

• Senior Portfolio Manager
• Senior Vice President-Wealth Management

• AR
• AZ
• CA
• CO
• CT
• FL
• GA
• IL
• KS
• MA
• MD
• MI
• MN
• MT
• NC
• NH
• NJ
• NM
• NY
• OH
• OK
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

Tiffany is a Financial Advisor with UBS Financial Services inc. in Boca Raton, FL. She earned her bachelor's degree in Accounting from Florida Atlantic University in Boca Raton and began her career in the financial services industry as a branch operations supervisor in 2003. Tiffany joined UBS in 2014 and brings a strong background with many years of knowledge and expertise in operations, customer support, management, banking, accounting and auditing and has vast experience in delivering attentive and effective client service. She supports the team in many aspects of the business by solving complex inquiries and acting as a knowledge guide for our new and existing clients.

Tiffany and her team's practice consists of accounts from affluent individuals, successful business people and their respective businesses with emphasis on holistic financial planning, asset allocation, total portfolio management with a focus on retirement income planning, liability planning, education funding, long term care, and structures for charitable giving and estate planning.

Tiffany is also the team's notary and holds FINRA Series 7, Series 66 and SIE securities registrations, as well as Life, Health, Variable Annuities and All Lines Adjuster insurance licenses.

In her spare time, Tiffany enjoys bike riding in the beautiful everglades parks of south Florida. She resides in Boynton Beach with her husband, Jonathan, son, Isaiah and their German shepherd, Odin.

• Florida Atlantic University, Bachelor of Business Administration in Accounting: 2007