First Vice President–Wealth Management
Financial Advisor
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.”
First Vice President–Wealth Management
Financial Advisor
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.”
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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