How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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David Smith

Senior Vice President–Wealth Management

David began his career as a Financial Advisor in 1983. After 25 years at Morgan Stanley, he moved his team to UBS. David has seen it all in his 30+ years in business. He has helped clients navigate through the crashes of 1987 and 2008, the bull market of the 90's and the tech events of 2000. He has witnessed numerous recessions and steered clients through the tax policies of 5 different Presidential administrations. Throughout all of this David has provided calm counsel and clear thinking to keep clients focused on their long-term goals and to plot a course of action based on opportunity not emotion.

To better help his clients, David has always sought advanced expertise in numerous areas. He holds the designation of Chartered Retirement Planning Counselor (CRPC®), has received Wealth Advisor training from the Wharton School of Business at the University of Pennsylvania, and is designated as Portfolio Manager at UBS. David received a B.B.A in Accounting from the University of Notre Dame.

David currently lives in Flossmoor, IL with his wife, Julie. They have three adult children. Family always comes first for David and in his free time you can find him and Julie at their lake house with family and friends. David and his wife are active members in their community and are involved in numerous organizations. In 1996, David started a holiday giving program with local schools aimed at providing clothes and toys to the less fortunate.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • NJ
  • NM
  • NV
  • OH
  • PA
  • SD
  • TX
  • WI

Education

  • B.A., University of Notre Dame
  • The Wharton School at University of Pennsylvania

Credentials

  • Chartered Retirement Planning Counselor
One North Wacker Drive
Chicago, IL 60606
  • (312) 525-4070

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