First Vice President–Wealth Management
Financial Advisor
Bryan Davidson is a co‑founder of Desert Point Wealth Partners and a Financial Advisor at UBS, based in Scottsdale, Arizona. He is an Accredited Asset Management Specialist™ that brings more than 20 years of experience helping individuals, families, and business owners navigate complex financial decisions with clarity, confidence, and purpose.
Bryan’s approach is planning‑led and highly personalized. He works closely with clients to align today’s decisions with long‑term goals—integrating thoughtful wealth planning, disciplined investment strategy, and practical guidance across tax‑aware income, business succession, and estate coordination. At the core of his work is a belief that great advice should simplify complexity and provide peace of mind.
Before joining UBS, Bryan spent 11 years at BMO Investment Services, where he built long‑standing client relationships and refined a goals‑based advisory philosophy. He is known for his structured, transparent approach and for serving as a steady partner through life’s transitions.
Active in the Scottsdale community, Bryan has supported local education initiatives and served as a Giving Ambassador in recent years. Outside the office, he enjoys traveling, golfing, fishing, running, and exploring Arizona on his Harley‑Davidson with his wife, Jenna. He also takes pride in his favorite role—being an uncle.
“At the end of the day, our goal is simple: clarity today, confidence for what's ahead”
Credentials
First Vice President–Wealth Management
Financial Advisor
Bryan Davidson is a co‑founder of Desert Point Wealth Partners and a Financial Advisor at UBS, based in Scottsdale, Arizona. He is an Accredited Asset Management Specialist™ that brings more than 20 years of experience helping individuals, families, and business owners navigate complex financial decisions with clarity, confidence, and purpose.
Bryan’s approach is planning‑led and highly personalized. He works closely with clients to align today’s decisions with long‑term goals—integrating thoughtful wealth planning, disciplined investment strategy, and practical guidance across tax‑aware income, business succession, and estate coordination. At the core of his work is a belief that great advice should simplify complexity and provide peace of mind.
Before joining UBS, Bryan spent 11 years at BMO Investment Services, where he built long‑standing client relationships and refined a goals‑based advisory philosophy. He is known for his structured, transparent approach and for serving as a steady partner through life’s transitions.
Active in the Scottsdale community, Bryan has supported local education initiatives and served as a Giving Ambassador in recent years. Outside the office, he enjoys traveling, golfing, fishing, running, and exploring Arizona on his Harley‑Davidson with his wife, Jenna. He also takes pride in his favorite role—being an uncle.
“At the end of the day, our goal is simple: clarity today, confidence for what's ahead”
Credentials
Authorized Officer
Client Associate
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.
Authorized Officer
Client Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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