Your future. Your legacy.

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What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Daniel M. Allen, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Dan Allen is a seasoned wealth management expert with 25 years of experience helping high-net-worth individuals and families secure their financial future. As a member of the Smith Group with UBS (Forbes 100), Dan is fully equipped to provide expert guidance and advice to a diverse range of clients, from professional athletes to a general wealthy audience.

Dan founded Elite Athlete Wealth Consultants with a strong passion for addressing financial liabilities that often challenge pro athletes. As a former collegiate athlete, Dan understands the unique financial needs and challenges of this community and is committed to helping them make informed financial decisions. His holistic approach goes beyond wealth management to address overall financial health, and particularly shines when helping business owners strategically plan for the future.

Dan holds a Bachelor of Science degree in Psychology from West Virginia Wesleyan College, where he received a Presidential and baseball scholarship. Dan has several credentials, including CEPA (Certified Exit Planning Advisor), Series 7, 63, and 65 registrations, and Life Insurance and Long-Term Care licensure.

Whether you're a business owner, professional athlete or simply looking for sound financial advice, Dan Allen and the Smith Group are here to help you achieve your goals and secure a stable financial future.
- West Virginia Wesleyan College , BS in Psychology
- Certified Exit Planning Advisor
Financial planning

Long-term care planning

Legacy planning

Exit planning

Retirement Plan consulting

Professional athletes

1800 Tyson's Boulevard
5th Floor
Mclean, VA 22102
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
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- 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, 2022, 2023The 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
- NYU, Finance and Economics
Investing

Asset allocation

Structured products

Banking

Lending services

Cash management

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
Kyle T. Smith, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- 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
- 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™
- Wealth Advisor
Financial planning

Retirement planning

Estate planning strategies

Asset allocation

Lending services

Cash management

3801 PGA Boulevard
10th Floor
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
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- 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.
Retirement planning

Long-term care planning

Estate planning strategies

Lending services

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

Wealth Management Associate
View bio
- AR
- AZ
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- 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
Thomas Edward Clark, CFP

Financial Advisor
View bio
- 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.
- Bentley University , BS in Finance
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Investing

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

Daniel M. Allen, CEPA

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
Dan Allen is a seasoned wealth management expert with 25 years of experience helping high-net-worth individuals and families secure their financial future. As a member of the Smith Group with UBS (Forbes 100), Dan is fully equipped to provide expert guidance and advice to a diverse range of clients, from professional athletes to a general wealthy audience.

Dan founded Elite Athlete Wealth Consultants with a strong passion for addressing financial liabilities that often challenge pro athletes. As a former collegiate athlete, Dan understands the unique financial needs and challenges of this community and is committed to helping them make informed financial decisions. His holistic approach goes beyond wealth management to address overall financial health, and particularly shines when helping business owners strategically plan for the future.

Dan holds a Bachelor of Science degree in Psychology from West Virginia Wesleyan College, where he received a Presidential and baseball scholarship. Dan has several credentials, including CEPA (Certified Exit Planning Advisor), Series 7, 63, and 65 registrations, and Life Insurance and Long-Term Care licensure.

Whether you're a business owner, professional athlete or simply looking for sound financial advice, Dan Allen and the Smith Group are here to help you achieve your goals and secure a stable financial future.
- West Virginia Wesleyan College , BS in Psychology
- Certified Exit Planning Advisor
Financial planning

Long-term care planning

Legacy planning

Exit planning

Retirement Plan consulting

Professional athletes

1800 Tyson's Boulevard
5th Floor
Mclean, VA 22102
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
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- WI
- 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, 2022, 2023The 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
- NYU, Finance and Economics
Investing

Asset allocation

Structured products

Banking

Lending services

Cash management

3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
Kyle T. Smith, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- 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
- 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™
- Wealth Advisor
Financial planning

Retirement planning

Estate planning strategies

Asset allocation

Lending services

Cash management

3801 PGA Boulevard
10th Floor
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
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- 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.
Retirement planning

Long-term care planning

Estate planning strategies

Lending services

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

Wealth Management Associate
View bio
- AR
- AZ
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- 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
Thomas Edward Clark, CFP

Financial Advisor
View bio
- 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.
- Bentley University , BS in Finance
- CERTIFIED FINANCIAL PLANNER™
Financial planning

Investing

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

Athletes and entertainers, let's talk legacy

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UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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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.

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Your future. Your legacy.

Your primary source for financial advice

Daniel M. Allen, CEPA

J. Thomas Smith

Kyle T. Smith, CFP

Kelly A. Oberg

Lauren Webb

Thomas Edward Clark, CFP

Daniel M. Allen, CEPA

J. Thomas Smith

Kyle T. Smith, CFP

Kelly A. Oberg

Lauren Webb

Thomas Edward Clark, CFP

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Athletes and entertainers, let's talk legacy

CIO House View monthly livestream

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Legacy—Wealth for others

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