Experience

Makes all the difference

2024 team photo

Gary D. Smith, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Gary D. Smith began his investment management career in 1986 at Smith Barney Harris Upham.  Gary and his father Jerry joined UBS in 2009 to enhance investment management capabilities.  After many years of working together, Jerry retired in 2018.  Gary and his team focus on a financial planning process to achieve individualized client goals.  A thorough contact management plan is essential to their process and the client experience.

Gary is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor.  As a Wealth Advisor, Gary is qualified to provide highly personalized wealth management services to his clients.  He also maintains the CPWA® (Certified Private Wealth Advisor®)  designation from the Investments and Wealth Institute (formerly known as IMCA). Gary has also earned the Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024 for Missouri.  He earned his B.S. in Finance from Northwest Missouri State University. 

Gary resides with his wife, Therese, and their four children in Kansas City.  He is active in his community and church.  An avid runner, Gary's other interests include golf, hunting and fishing.

CPWA® is a service mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IA
  • IL
  • IN
  • KS
  • KY
  • MD
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • OR
  • TN
  • TX
  • VA
  • VT
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Investing
Alternative investments
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

Email Me

gary.d.smith@ubs.com
Gary D. Smith, CPWA
4622 Pennsylvania Ave,Kansas City,MO,64112

Timothy Laughlin, MBA

Vice President–Wealth Management

Financial Advisor

Tim Laughlin joined UBS in 2019 and began his career in financial services in 1991. Tim has been focused on investments since 1996 when he became an institutional bond salesman while employed at UMB in Kansas City, Missouri. More recently, Tim was a Lead Director in the Wealth Management Division at First National Bank of Omaha where he was a portfolio manager and was responsible for crafting strategy and managing the wealth management department in the Kansas marketplace.

Tim has a well-rounded financial background. He has gained years of extensive knowledge related to credit markets while managing the investment portfolios of various community banks. He co-managed an equity strategy that emphasized investments in large cap, blue chip, dividend-paying companies. Tim's background also includes being a voting member of an asset allocation committee and implementing a framework around strategic and tactical asset allocations. More recently, Tim's focus has been on wealth management and delivering solutions to enable clients to pursue their financial goals and aspirations in the most optimal manner.

Tim graduated with honors from the University of Central Missouri in 1991. He received his MBA from the Helzberg School of Management at Rockhurst University in 2003. He also maintains the CPWA® (Certified Private Wealth Advisor®) designation from the Investments and Wealth Institute (formerly known as IMCA®). CPWA® is a service mark of the Investment Management Consultants Association, Inc. in the United States of America and worldwide.

Tim has been a trustee at Village Presbyterian Church in Prairie Village. He resides in Prairie Village, Kansas with his wife, Kim. They have two children: Sadie and Abe. Tim enjoys reading and spending time at the lake.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IA
  • IL
  • IN
  • KS
  • KY
  • MD
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NM
  • OR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WY

Credentials

  • Certified Private Wealth Advisor
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

Email Me

timothy.laughlin@ubs.com
Timothy Laughlin, MBA
4622 Pennsylvania Ave,Kansas City,MO,64112

Andrea Uptegrove

Wealth Management Associate

Andrea earned a B.S. degree in Business and Accounting from Baker University, and holds both Series 7 and Series 66 licenses.  Andrea has been with UBS Financial Services since 2006.  Prior to joining UBS Andrea spent six years with Piper Jaffray.  Andrea will be providing order entry, scheduling, client communications, and various investment planning services for the team.

Registered States:
  • KS
  • MO
  • NE
4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

Email Me

andrea.l.uptegrove@ubs.com
Andrea Uptegrove
4622 Pennsylvania Ave,Kansas City,MO,64112

Lauren Baker

Client Associate

Lauren began her career at UBS in January 2022, after spending more than 10 years at Merrill Lynch/Bank of America Corporation.

Lauren’s love for people is what makes her role as client service associate and our onboarding specialist so important to the team.  She is dedicated to forming lasting relationships with all of our new and existing clients, and her goal is to make the client onboarding process as smooth and easy as possible.

Lauren attended The University of Missouri-Kansas City where she majored in Education and Communication studies.

A resident of Blue Springs, Missouri, Lauren and her husband Zach have two daughters, Tinnley and Presley.  Lauren and Zach are active in their church and local community, and can often be found serving in various aspects in their town.  When she is not working or serving through church, Lauren’s favorite pastimes include reading new books and spending time at the lake with her family.

4622 Pennsylvania Ave
8th Floor
Kansas City, MO 64112

Email Me

lauren.baker@ubs.com
Lauren Baker
4622 Pennsylvania Ave,Kansas City,MO,64112