Collective years of experience
Senior Vice President–Wealth Management
Mark Smith is a Senior Vice President - Wealth Management and Senior Portfolio Manager with UBS Financial Services Inc.
Mark gained broad-based experience through his over 20 year extended tenure at UBS. Mark leverages his team and various UBS services to help understand his clients’ goals and objectives, develop investment strategies and services tailored specifically to each client's needs, and navigate the financial landscape to help them pursue their financial goals. He works closely with his high-net-worth clients to provide realistic expectations and a thorough understanding of the risks and rewards inherent in their investments.
His practice consists of accounts from affluent individuals, as well as from successful business people and their respective businesses. Drawing on his experience and knowledge, he emphasizes holistic financial planning, asset allocation and total portfolio management with a focus on retirement income planning. He also helps with liability planning, education funding, long term care, and structures for charitable giving and estate planning.
A graduate of Northeastern University, Mark received a B.S. in Business Administration – Finance. Prior to entering the financial industry, he was a principal owner and Vice President of Operations of the Earring Tree, at the time the nation's largest privately owned full line fashion jewelry company.
Mark is licensed as a Senior Portfolio Manager and holds the Series 7, 65 and 66 securities licenses, as well as life, health and variable annuity licenses.
He and his wife Reney have been happily married for over 40 years and reside in Boca Raton, FL. They have two married children and four beautiful grandchildren. Together they enjoy tennis, baseball, and travel.
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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.
Collective years of experience
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
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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As of 06/30/2022
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