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
  • Daniel M. Allen, CEPA

    Daniel M. Allen, CEPA

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • MA
    • MD
    • ME
    • NC
    • NJ
    • NM
    • NV
    • NY
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    • OR
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    • VA
    • 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.

      • 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
      1800 Tyson's Boulevard
      5th Floor
      Mclean, VA 22102
    • J. Thomas Smith

      J. Thomas Smith

      Managing Director–Wealth Management

      Financial Advisor

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      • AL
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      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
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      • MA
      • MD
      • ME
      • MI
      • NC
      • NJ
      • NM
      • NV
      • NY
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      • OK
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      • RI
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      • WV
      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, 2022The 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.

      • 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
      • Kyle T. Smith

        Kyle T. Smith, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KS
        • MA
        • MD
        • ME
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        • WV
        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.

            • 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
          • Kelly A. Oberg

            Kelly A. Oberg

            Team Administrator

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            • AL
            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • KS
            • MA
            • MD
            • MI
            • NC
            • NJ
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • RI
            • SC
            • TX
            • VA
            • WA
            • WI
            • WV
            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
                • Lauren Webb

                  Lauren Webb

                  Wealth Management Associate

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                  • AR
                  • AZ
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                  • FL
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                  • IN
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                  • NC
                  • NJ
                  • NV
                  • NY
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                  • OK
                  • OR
                  • PA
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                  • VA
                  Lauren Webb  -  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
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                        Thomas Edward Clark, CFP

                        Financial Advisor

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                        • AZ
                        • CA
                        • CO
                        • DC
                        • DE
                        • FL
                        • IL
                        • KS
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • NC
                        • NH
                        • NJ
                        • NY
                        • OH
                        • PA
                        • SC
                        • SD
                        • TX
                        • UT
                        • VA
                        • WA
                        • WI
                        Thomas Edward Clark - Tom Clark joined UBS in 2014 and focuses on providing the highest level of service to clients. Prior to UBS Tom worked for ING Financial Partners following his graduation from Bentley University where he received his Bachelor of Science majoring in finance with a minor in law. During his time at Bentley Tom further developed his skills and interest in finance and investing outside of the classroom by becoming a member of the Bentley Investment Group, and completing an internship at a hedge fund. Tom is a native of Virginia having grown up in Great Falls and now lives in Reston, Virginia.  Outside of work Tom enjoys skiing and golfing, and is a lifelong Washington Capitals fan.  Tom has his CERTIFIED FINANCIAL PLANNER™ designation and is Series 7, 66, and insurance licensed.

                              1800 Tysons Blvd
                              5th Floor, Suite 550
                              Mclean, VA 22102

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager