An experienced and committed team

Mark Smith is a Senior Vice President - Managing Director - Wealth Management and Senior Portfolio Manager with UBS Financial Services Inc. He has gained broad-based experience through his 28 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.