An experienced and committed team

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.

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.

Maria earned her Master's degree from Columbia University (NYC) in International Affairs in 2003. She also attended New York University and obtained a Certificate in Investment Banking. She graduated with her Bachelor’s Degree in International Relations from Universidad Catolica De Cordoba in Argentina

She started her career in the financial services industry in New York and has worked with reputable firms such as Credit Suisse, Thompson Reuters, JP Morgan Chase, Bank of America, Merrill Lynch, SunTrust and Fidelity. Maria has a vast experience in sales, market analytics, banking, wealth advice, international banking and relationship management. She supports the team in many aspects including all operational requests, account opening, client onboarding and problem solving. As well as being the team's Notary, Maria holds the following certifications:  FINRA Series 6, 7, 63 and 66 licenses as well as Health and Life and Annuity.

She follows the tradition of participating in the communities she serves. She drives her interest in spending time volunteering with organizations in her community. Maria is a strong advocate of mentoring programs in the Education (Academia) field, and she serves as an admission ambassador of the School of International Affairs at Columbia University. She is also a board member of the Columbia University Alumni Club of South Florida. 

In her spare time, Maria enjoys traveling, attending events, international festivals and walking amidst natural environments.

Maria currently lives in Boca Raton, FL.