Executive wealth solutions

[PWM] Woman in dune grass in coastal setting

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.

Daniel M. Allen, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VI
- VT
- WV
Daniel Allen- With over 20 years of wealth management experience, Dan Allen works with professional athletes and their families in creating comprehensive wealth strategies. Dan is a former collegiate athlete who has extended his focus to help address the excessive financial liabilities plaguing many professional athletes. It is with this mission in mind that he founded Elite Athlete Wealth Consultants.

Dan received his B.S. degree in psychology from West Virginia Wesleyan College where he was awarded a Presidential Scholarship. He currently holds the Series 7, 63, and 65 registrations. He is also Life Insurance and Long-Term-Care Insurance licensed.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- West Virginia Wesleyan College , BS in Psychology
- Certified Exit Planning Advisor
Financial planning

Retirement planning

Estate planning strategies

Custom portfolios

Exit planning

Professional athletes

Professional entertainers

3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410

daniel.m.allen@ubs.com

Daniel M. Allen, CEPA

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
J. Thomas Smith

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WI
J. Thomas Smith - Tom has been with our firm for more than 40 years. He provides his clients with wealth management solutions that are tailored to fit their individual needs and focuses on stocks, bonds, mutual funds, insurance and managed money. In his years at the Firm, Tom has been a Financial Advisor as well as a Branch Manager. He holds Insurance and Commodities and Futures licenses and is also a Registered Option Principal. Tom graduated with a BS degree from the University of Florida and also performed graduate work at NYU in finance and economics.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Florida , BS
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Custom portfolios

Alternative investments

Structured products

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

tom.smith@ubs.com

J. Thomas Smith

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Kyle T. Smith, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WI
Kyle Smith - Kyle has more than 20 years of experience in the financial services industry fifteen of them with our firm. Prior to UBS, he worked at Robinson-Humphrey, formerly part of Citigroup Inc., as an investment banking analyst. Kyle provides his clients a wide array of wealth management analysis and asset allocation, estate and retirement planning, corporate cash management and lending. In addition to being a CERTIFIED FINANCIAL PLANNER™, Kyle is a UBS Wealth Advisor and holds his FINRA Series 7, 63 and 65 designations. He also holds Life Insurance and Commodities and Futures licenses.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Alternative investments

Structured products

Professional athletes

Professional entertainers

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

kyle.smith@ubs.com

Kyle T. Smith, CFP

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Kelly A. Oberg

Team Administrator
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WI
Kelly Oberg - Kelly has more than 30 years of experience in the financial services industry and has been with our firm for 25 years. Prior to joining UBS, she worked for E.F. Hutton. Kelly focuses primarily on retirement planning services as well as lending, insurance and estate planning strategies. Kelly holds her FINRA Series 7 and Series 66 designations as well as the Life, Health and Variable Insurance license. She lives in Palm Beach Gardens with her husband, John, and two children. In her spare time, Kelly enjoys traveling, fishing and skiing.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

kelly.oberg@ubs.com

Kelly A. Oberg

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Lauren Histon

Wealth Management Associate
View bio
- AZ
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- VA
- VI
Lauren Histon - Lauren began her career in the financial services industry in December 2007. Prior to joining UBS, she worked at Morgan Stanley and Merrill Lynch. Lauren assists the team with servicing, scheduling and implementing administrative and operational tasks. She uses her industry knowledge to help build and maintain strong client relationships. Lauren’s attention to detail and commitment to delivering the highest level of personal service to clients makes her an integral part of The Smith Wealth Management Group. Lauren holds her FINRA Series 7 and Series 66 designations as well as the Life, Health and Variable insurance license. Lauren enjoys being active outside, cooking, watching movies and spending time with family and friends.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

lauren.histon@ubs.com

Lauren Histon

3801 PGA Boulevard,Palm Beach Gardens,FL,33410

Daniel M. Allen, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- MA
- MD
- ME
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VI
- VT
- WV
Daniel Allen- With over 20 years of wealth management experience, Dan Allen works with professional athletes and their families in creating comprehensive wealth strategies. Dan is a former collegiate athlete who has extended his focus to help address the excessive financial liabilities plaguing many professional athletes. It is with this mission in mind that he founded Elite Athlete Wealth Consultants.

Dan received his B.S. degree in psychology from West Virginia Wesleyan College where he was awarded a Presidential Scholarship. He currently holds the Series 7, 63, and 65 registrations. He is also Life Insurance and Long-Term-Care Insurance licensed.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- West Virginia Wesleyan College , BS in Psychology
- Certified Exit Planning Advisor
Financial planning

Retirement planning

Estate planning strategies

Custom portfolios

Exit planning

Professional athletes

Professional entertainers

3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410

daniel.m.allen@ubs.com

Daniel M. Allen, CEPA

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
J. Thomas Smith

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WI
J. Thomas Smith - Tom has been with our firm for more than 40 years. He provides his clients with wealth management solutions that are tailored to fit their individual needs and focuses on stocks, bonds, mutual funds, insurance and managed money. In his years at the Firm, Tom has been a Financial Advisor as well as a Branch Manager. He holds Insurance and Commodities and Futures licenses and is also a Registered Option Principal. Tom graduated with a BS degree from the University of Florida and also performed graduate work at NYU in finance and economics.
- Barron's Top 1,000 Financial Advisors, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- University of Florida , BS
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Custom portfolios

Alternative investments

Structured products

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

tom.smith@ubs.com

J. Thomas Smith

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Kyle T. Smith, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NE
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WI
Kyle Smith - Kyle has more than 20 years of experience in the financial services industry fifteen of them with our firm. Prior to UBS, he worked at Robinson-Humphrey, formerly part of Citigroup Inc., as an investment banking analyst. Kyle provides his clients a wide array of wealth management analysis and asset allocation, estate and retirement planning, corporate cash management and lending. In addition to being a CERTIFIED FINANCIAL PLANNER™, Kyle is a UBS Wealth Advisor and holds his FINRA Series 7, 63 and 65 designations. He also holds Life Insurance and Commodities and Futures licenses.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- CERTIFIED FINANCIAL PLANNER
Financial planning

Long-term care planning

Retirement planning

Estate planning strategies

Alternative investments

Structured products

Professional athletes

Professional entertainers

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

kyle.smith@ubs.com

Kyle T. Smith, CFP

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Kelly A. Oberg

Team Administrator
View bio
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- MI
- MN
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VI
- VT
- WA
- WI
Kelly Oberg - Kelly has more than 30 years of experience in the financial services industry and has been with our firm for 25 years. Prior to joining UBS, she worked for E.F. Hutton. Kelly focuses primarily on retirement planning services as well as lending, insurance and estate planning strategies. Kelly holds her FINRA Series 7 and Series 66 designations as well as the Life, Health and Variable Insurance license. She lives in Palm Beach Gardens with her husband, John, and two children. In her spare time, Kelly enjoys traveling, fishing and skiing.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

kelly.oberg@ubs.com

Kelly A. Oberg

3801 PGA Boulevard,Palm Beach Gardens,FL,33410
Lauren Histon

Wealth Management Associate
View bio
- AZ
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MN
- NC
- NE
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- VA
- VI
Lauren Histon - Lauren began her career in the financial services industry in December 2007. Prior to joining UBS, she worked at Morgan Stanley and Merrill Lynch. Lauren assists the team with servicing, scheduling and implementing administrative and operational tasks. She uses her industry knowledge to help build and maintain strong client relationships. Lauren’s attention to detail and commitment to delivering the highest level of personal service to clients makes her an integral part of The Smith Wealth Management Group. Lauren holds her FINRA Series 7 and Series 66 designations as well as the Life, Health and Variable insurance license. Lauren enjoys being active outside, cooking, watching movies and spending time with family and friends.
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

lauren.histon@ubs.com

Lauren Histon

3801 PGA Boulevard,Palm Beach Gardens,FL,33410

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

Watch the replay of the CIO House View monthly livestream for a conversation with Mark Haefele, GWM Chief Investment Officer, and David Lefkowitz, Head of US Equities, CIO Americas, hosted by Anthony Pastore, Head of Broadcast Communications, CIO Americas. Global equity markets have surged on the momentum of artificial intelligence, but investors now face a pivotal question: can AI drive economies to “escape velocity” and unlock a new era of growth, or will challenges like rising debt and persistent inflation slow progress? Our discussion will help you interpret the signals, seize opportunities, and build resilient portfolios for long-term success. For more insights, read CIO’s Year Ahead 2026 outlook.

December 04, 2025

A leading global wealth manager

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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Backed by the strength of our parent company, UBS AG

^$6.9 trn

UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Executive wealth solutions

Daniel M. Allen, CEPA

J. Thomas Smith

Kyle T. Smith, CFP

Kelly A. Oberg

Lauren Histon