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.

Tiffany is an Account Vice President, Financial Advisor with UBS Financial Services Inc. in Boca Raton, Florida, where she helps clients turn life’s financial complexities into opportunities for confidence, clarity, and long-term success.

A proud graduate of Florida Atlantic University with a bachelor’s degree in Accounting, Tiffany began her career in financial services in 2003 as a branch operations supervisor. That early experience shaped her commitment to exceptional service, strong leadership, and operational excellence—qualities that continue to define her approach today.

Since joining UBS in 2014, Tiffany has built a reputation as a valued partner and steadfast resource for both clients and colleagues. Her diverse background in banking, accounting, auditing, management, and client service gives her a unique ability to simplify complex financial challenges and create meaningful, personalized solutions. Known for her thoughtful guidance and genuine dedication to helping others, she strives to make every client feel informed, empowered, and supported throughout their financial journey.

Working alongside her team, Tiffany serves affluent individuals, entrepreneurs, and business owners, delivering tailored wealth management strategies designed to align with each client’s vision for the future. Their comprehensive approach encompasses holistic financial planning, strategic asset allocation, portfolio management, retirement income planning, education funding, liability management, long-term care planning, charitable giving, and estate planning.

Committed to lifelong learning and professional excellence, Tiffany holds FINRA Series 7, Series 66, and SIE securities registrations, as well as Life, Health, Variable Annuities, and All Lines Adjuster insurance licenses.

Beyond her professional life, Tiffany enjoys spending time outdoors, especially bike riding on weekends and whenever she can find free time outside of being a devoted wife and mother. She owns three types of bikes—a mountain bike, a road bike, and a fat tire bike—which she alternates depending on her mood. For Tiffany, cycling is a way to find peace, stay active, and connect with nature. She also cherishes time with her family and values balance, connection, and exploration. Tiffany lives in West Boynton Beach with her husband, Jonathan, their son, Isaiah, their loyal German Shepherd, Odin, and their adorable hamster, Elsa.

With more than two decades of experience in the financial services industry, Pamela brings a wealth of knowledge, professionalism, and client-focused expertise to UBS Financial Services in Boca Raton, Florida, where Pamela joined the team in 2026.

Pamela’s career began in London, England, in 1999, serving as a Trade Processing Specialist with Deutsche Bank and Commerzbank AG. Following a move to the United States in 2006, Pamela continued to build an impressive career through a series of senior client service and relationship management roles with respected financial institutions, including American Securities, BB&T Investments, Newbridge Securities, and Credit Suisse. Most recently, Pamela spent more than a decade as a New Accounts Principal with Kovack Securities Inc., further strengthening expertise in operations, compliance, and client support.

Known for a rare blend of service excellence, operational leadership, and industry insight, Pamela enhances the team with extensive experience across a wide range of financial platforms and technologies, including Bloomberg, Docupace, Microsoft applications, Pershing, Streetscape, and iOS-based solutions. Pamela also holds an impressive collection of FINRA and insurance licenses, including Florida Life & Health 215, Series 4, Series 6, Series 7, Series 24, and Series 66.

Beyond a distinguished professional career, Pamela is a devoted parent of two adult children who values time spent with family and spouse. Whether supporting clients or loved ones, Pamela is known for bringing dedication, integrity, and a genuine passion for helping others.