Executive wealth solutions

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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.

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  • Daniel M. Allen, CEPA

    Daniel M. Allen, CEPA

    First Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • 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
      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

      J. Thomas Smith

      Managing Director–Wealth Management

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KS
      • MA
      • MD
      • ME
      • MI
      • NC
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • 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, 2024The 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
        tom.smith@ubs.com
        J. Thomas Smith
        3801 PGA Boulevard,Palm Beach Gardens,FL,33410
      • Kyle T. Smith

        Kyle T. Smith, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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

            • 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

            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
            • TN
            • TX
            • VA
            • 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 Webb

                  Lauren Histon

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                    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.

                          Lauren Histon
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                        ElectionWatch 2024

                        24 questions for the '24 US election

                        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                        Download the report

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