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

  • Bryan Davidson

    Bryan Davidson

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • MI
    • MN
    • MO
    • NC
    • NE
    • NV
    • OH
    • OR
    • PA
    • TX
    • WA
    • WI

    Bryan Davidson joined UBS in 2025, following his tenure at BMO Investment Services. Based in Scottsdale, he is a Financial Advisor with more than twenty years of experience in the financial industry, including seventeen years dedicated to advising clients.  He helps individuals, families, and business owners align today’s decisions with tomorrow’s goals to craft the multi-generational legacy they want to build.

    Bryan’s approach is personalized and comprehensive: goal-driven planning, pro-growth investing focused on quality, and practical guidance across tax-aware income, business succession, and estate coordination.

    Bryan began his career at Edward Jones as the youngest advisor at the firm in 2007.  He was inspired to become a financial advisor when he opened his first investment account and formed a relationship with his own advisor.  Believing that the most important role an advisor plays in a client’s life is giving them peace of mind, Bryan truly enjoys helping his clients “step outside the box and dream a little” by finding their passions and bringing them to life. He holds the Series 7 and 66 securities licenses and is licensed for Life, Health, Annuities, and Variable Contracts.

    Active locally, Bryan has sponsored Sequoia Charter Elementary’s “Adopt-a-Class” since 2020 and served as a Giving Ambassador in 2023 and 2024.  Away from the office, you’ll find him on a Harley-Davidson with his wife Jenna, running 10Ks, traveling, or leaning into his favorite title—"uncle.”

          14624 N. Scottsdale Road
          Suite 150
          Scottsdale, AZ 85254
          bryan.davidson@ubs.com
          Bryan Davidson
          14624 N. Scottsdale Road,Scottsdale,AZ,85254
        • Jennifer Smith

          Jenn Smith

          Authorized Officer

          Client Associate

          • image
          • image
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • HI
          • IA
          • IL
          • IN
          • MI
          • MN
          • MO
          • NC
          • NE
          • NV
          • OH
          • OR
          • PA
          • TX
          • WA
          • WI

          Jennifer Smith joined UBS in 2025 after working at BMO Bank as a Premier Relationship Manager.  In her current role as a Client Associate, she brings nearly 20 years of experience in financial services to support her team.  She is known for her ability to deliver results through consistent process, relationship development, and a people-first mindset.  Whether driving performance, leading strategic initiatives, or mentoring others, Jenn approaches service with empathy, resilience, and a commitment to growth.

          Passionate about innovation and culture, Jenn believes the most impactful change happens when you align strategy with human experience. Her primary goal is to be a champion for her clients and their dreams by helping them create a lasting legacy for their future.

          Jenn began her financial industry career as a lender at Wells Fargo in 2006.  Currently, she is pursuing her Bachelor of Arts in Business Organizational Leadership at Arizona State University.  Outside of work, Jenn enjoys hiking, attending musicals and concerts, visiting Disneyland, and spending time with her two children and mini golden doodle, Boba.

                14624 N. Scottsdale Road
                Suite 150
                Scottsdale, AZ 85254
                jenn.smith@ubs.com
                Jenn Smith
                14624 N. Scottsdale Road,Scottsdale,AZ,85254
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              Texas

              Texas flood relief

              Support and resources

              Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

              Learn how you can get involved and make an impact through the UBS Optimus Foundation.

              The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $6 trn

              UBS Group invested assets
              As of 12/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights

              This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

              Go to privacy settings