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Insights

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

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
- 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.
- 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.
- 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

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
- 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®
- 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

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
- 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.
Retirement planning

Long-term care planning

Estate planning strategies

Lending services

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
- AR
- AZ
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- VA
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
- 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

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
- 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.
- 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.
- 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

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
- 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®
- 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

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
- 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.
Retirement planning

Long-term care planning

Estate planning strategies

Lending services

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
- AR
- AZ
- CA
- FL
- GA
- IL
- IN
- MA
- MD
- MI
- NC
- NJ
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TX
- VA
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410

lauren.histon@ubs.com

Lauren Histon

3801 PGA Boulevard,Palm Beach Gardens,FL,33410

House View Monthly

A leading global wealth manager

The unique needs of athletes and entertainers

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Your future. Your legacy.

Insights

Your primary source for financial advice

Daniel M. Allen, CEPA

J. Thomas Smith

Kyle T. Smith, CFP

Kelly A. Oberg

Lauren Histon